Users can be either added or imported. There is a different process for each. 

Procedure: Import Users

1. Go to the usersthe Users tab. Make sure userssure Users is the highlighted at the top left of the screen beneath the main tab. 
2. Press +importImport. 
3. Follow the instructions that appear. 
4. Note that step one of the instructions includes an example spreadsheet that can be downloaded.
5. Go to the usersUsers tab. Make sure usersUsers is the highlighted at the top left of the screen beneath the main tab. 
6. Press +importImport. 
7. Fill in the dialog box that appears with a username, email, a password and confirm password. 
8. Check the boxes corresponding to the roles you wish to assign later. 
9. Press OK. 

Procedure: Add New Users

1. Go to the usersUsers tab. Make sure users is the highlighted at the top left of the screen beneath the main tab. 

2. Press +importAdd. 

3. Fill in the dialog box that appears with a username, email, a password and confirm password.

4. Select the Roles tab. 

5. Check the boxes corresponding to the roles you wish to assign later. .

6. If the multi-location feature is enabled, select the Locations tab and select the locations the user should have access to.

7. Press OK. 

Helpful Tip

• When adding users their information can be edited later. 

       NOTE: an email containing the username and temporary password will be sent to the new user when you click OK.