Adding a user
- Display the User list by selecting Users from the Setup/Maintenance menu.
- Click on the Add User button.
- Enter a Username (mandatory) and any other useful details such as name and email address. Bear in mind that these may be used to send emails and as text on reports sent to customers.
- Enter (and confirm) a 5-character (or more) password.
- Select the User Role:
- Customer restricts access to completed and released reports indicated in the associated customer and location specified below.
- User - device only allows the user to log onto a device but not the Office Portal.
- User - device/web allows the user to log onto a device and access reports in the Office Portal.
- Office allows the user to log onto the Office Portal but not a device.
- Administrator has full access rights, although usually concentrate on the back-office portal and ensuring that lists, customers, etc are up-to-date.
- Super admin allows the user full access to the Office Portal and, for some device only applications, to make changes from a device.
- Save.
See Also