How to Create a New User

1. Using Universal Search, navigate to the Users Table

2. Click "Add Users"

3. Enter values to all required and applicable optional fields displayed in the New User form and click the "Add Record" button when complete. Key fields:

Full Name: First and Last Name

User Name: How the new user is identified in the system, 12 character limit

NOTE: This is used for login and audit purposes in the system.

Role: A bundle of permissions that granting access to pages, tools, or data.

All Locations Permission: True or False, grants access to cross-location data

Email and/or Mobile Number: Used to invite a new user or reset a password for an existing User

Manager 1: The direct manager of the User

Start Date & End Date: Start and End date of the User

4. Click "Invite User" to send an email or text message invitation to the user for login

5. Click "Invite Users"

6. Select the User(s) and confirm how the invitation will be sent: via email or text message

7. Click "Invite Users" to send invitations

NOTE: The new User must click/tap a link in their invitation to "Set Password," this cannot be set by anyone else.