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Add/Delete a New User

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Add/Delete a New User

How to manage your users in System Settings

Last updated on 16 Sept, 2019

System administrators can add or remove users from their instance.  To do this, you will need the "Admin" permission set on your user profile. If you do not have this, your senior management will have, or will know who in the business does: 

Add New User

  • Go to System Admin/Users on the main menu

  • In the User Table, select Add New User in the top right hand corner

  • Enter the new user's name, email address and contact telephone number

  • Assign permissions based on their role and Save

*The new user will then receive a welcome email and will need to follow the link to get to the login screen. On the login screen, they will then need to "Request Password"

Delete a User

  • Go to System Admin/Users on the main menu

  • Select the User you want to remove

  • Select the "Disable User" button in the top right hand corner (looks like a Stop sign). 

  • Check that the User becomes marked as disabled

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