Only the Supervisor login can create new users. Follow the steps below.
Select the relevant company.
Click System Admin.
Click the **User Setup** icon.
Click User on the toolbar menu at the top of the screen.
Click Add User.
Enter a User ID, this must be a unique ID.
Enter the Name.
The initials will default based on the User ID.
Set the Toolbar Open tabs limit to restrict the number of tabs a user can have open if desired.
Use the **System Access** drop-down and select **Yes**, unless the user is not going to log in (this is normal for web portal authorisation users).
On the Email tab, enter the User email address. Only the first part of the email needs to be entered (before the @ ) if the domain is the same otherwise the full email address must be entered.
Click Apply.
Note: Do not click the screen at this time, or else you will close the dialogue box for the Password entry screen.
Enter a **password for the user** once the prompt appears and click **OK** to confirm. Passwords are restricted to eight alphanumeric characters by default. You'll be redirected to the new user to configure their permissions — the easiest approach is to copy permissions from an existing user.
Select the user you wish to Copy access from.
Click the Company option and select Copy Company Access.
Select the user you wish to Copy access to.
Click the Company option and select Paste Company Access. This user will now have a working login and account with access to the system.
If the user doesn't appear in the **Users list** after creation, the screen was likely clicked out of too soon before the password was set. To add the password:
On the Toolbar screen, right-click the bottom ribbon and select Users. This will bring up the Users list.
Press the Ctrl+M keys to enter Modify mode.
Press the F4 key to create a new line.
Enter the UserID all in lower case.
Define the name under **Details**.
Double-click in the Password column to enter the password.
Press the down arrow key and click Exit.