Users can be either added or imported. There is a different process for each.
Procedure: Import Users
- Go to the users tab. Make sure users is the highlighted at the top left of the screen beneath the main tab.
- Press +import.
- Follow the instructions that appear.
- Note that step one of the instructions includes an example spreadsheet that can be downloaded.
- Go to the users tab. Make sure users is the highlighted at the top left of the screen beneath the main tab.
- Press +import.
- Fill in the dialog box that appears with a username, email, a password and confirm password.
- Check the boxes corresponding to the roles you wish to assign later.
- Press OK.
Procedure: Add New Users
Go to the users tab.
Press +Add.
Fill in the dialog box that appears with a username, email, a password and confirm password.
- Select the Roles tab.
Check the boxes corresponding to the roles you wish to assign.
- If the multi-location feature is enabled, select the Locations tab and select the locations the user should have access to.
Press OK, an email to login with a temporary password will be sent to the new user.