To add a new user, first click the Settings option in the main menu on the left hand side of the screen.

(Please Note: If you do not see the Settings option, it means you do not have permission to modify/edit existing system users.)

Next, click on Users and Locations, and then click on Location/User Management.

From here, click on the top location in the company tree to select it, and then search for the user using the column filers.

Once you have located the user you wish to modify, click the Actions button to the left of the user’s name, and click the Edit User option.

This will bring up the User Details window. Now make all necessary changes to the user, and click the Save button.

Please Note: If you modify the user’s Role type, the user you have changed will receive an email to notify them of the Role change, including the person who changed it.