Creating New Users

To create Users, do the following:

1. Select the Organizations menu and click Users.

2. On the System Users page, use the Organizations hierarchy to select your company node.

3. Click Add.

4. Click Add New User.

5. Enter the following information:

Creating New Users

We require the new password:

Comprises a combination of upper and lower case characters.
Contains special characters.
Contains at least one number.
At least 8 characters.

6. Click Submit to commit the User or click Cancel to abandon the process.

7. **New users will require a Group assignment. After the new user has been created, click Edit.

8. Add the default Core-Admin Group.

9. Click Submit to commit the User or click Cancel to abandon the process.

Modifying Users

If you need to modify a user’s details and which Groups they belong to, do the following:

1. Select the Organizations menu and click Users.

2. On the System Users page, select your Company.

3. Locate the User you want to modify and click Edit.

4. Modify the User’s details as required.

5. If the User needs to be included in additional Groups, click-to-select the required Group
name. Alternatively, to remove a User from a Group, click the X next to the Group’s
name. It is then automatically removed.

6. Click Submit to commit the modifications or click Close to abandon the modifications.

Deleting Users

To delete Users, do the following:

1. Select the Organizations menu and click Users.

2. On the System Users page, select your Company.

3. Locate the User you want to delete and in the row for the user, click Delete

4. On the confirmation dialog box, click Yes to continue with the deletion or click No to
abandon the deletion.