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| 1. | Go to Settings > User Admin > Users. |
| 2. | Click "Add" to add a new user. |
| 3. | Type in all the required information (First Name, Last Name, Username, Password, etc). |
| 4. | Click "Save" to save the user in the system. |
| 5. | Apply the correct role to the user under “Assigned User Roles”. To assign a role, just drag and drop it over to the right. |
| 6. | If applicable, lock the correct saved filter to the user. To do this, expand the “Lock User To Filter” area and then drag and drop the appropriate saved filter over to the right. Locking a filter to this user will only allow them access to the data that is in this filter. |
| 8. | The user has been created; make sure you give the user their username and password. If the person ever leaves the organization you can disable their account on this same page. |
| 9. | NOTE: It can take up to 15 minutes for the user to be able to login to the management system, although it is generally about 2-3 minutes before this is availabe. |
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Relevant Links
How to create a saved filter
How to create roles
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