Assigning Users

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  • Users may already be Active in an existing list or can be added as New Users.

Active Users

  • A screen will open with a list of Active Users to choose from or use the "Search user" field at the top of the window to locate an Active user.
Capture Active Users screen.PNG
  • If a user is not listed, then follow instructions below to create a New User.

New Users

  • From the Admin cube of the Dashboard, click on Users.
Capture Admin Users.PNG

  • Click on the Add User link at the top of the page.
Capture Add User.PNG

  • A New User screen will open to be completed as described by each field.
Capture New User screen.PNG

  • Input the employee's data to complete the form, then click Create User.