How to Create a User

Kevin Wall Updated by Kevin Wall

This article will describe how to create a user.

User management is role based, if you do not see Users in the menu, please speak to your System Administrator.

To create a new user:

  1. Select Settings and select Users from the Settings Console.
  2. Select Users from the drop-down.
  3. Select the Create New User button.
  4. Fill in the fields for User Name, Full Name, Password and Confirm Password.
User Name field is not editable once a profile has been created.
  1. Select Next. The User profile screen expands to allow you to enter further details.
  2. Add an email into Password Reset Email Address.
  3. Select a User Role using the Role Selection field.
  4. Mark the role as Primary using the radio button. The primary role is the role that will be active when the user logs in.
  5. Add additional roles as required, for example, Electronic Collections Management for a user that manages document collections and filing.
  6. Select Update to create the user profile.
You can also Copy an existing User profile from the list, select Copy from the Action column, this creates a base profile with a User Role already allocated. Allowing you to edit the other fields as required.

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How to Edit a User Profile

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