Add Users

To add a new user account:

  1. Click Admin in the upper right of your account.
  2. Go to the Users tab, and click the "Add User" text link in the sub-menu.
  3. If applicable, select the Client the new user should be created in. (If you do not see a "Client" drop down menu, skip this step.)
  4. Enter a username, password, and the rest of the user's details. You can use this website to generate a secure password.
  5. Select "User" from the Role drop down menu (unless you are adding an admin level account that will have access to view other users' accounts, in which case Client Admin).
  6. Click the Add (if you have multiple users to add) or Add and Close button.
  7. Send the new user an email to include your company's Login URL, along with his/her username and password details as setup in Step 4.
Available in some administrator accounts only. Your organization may also have other processes in place for adding new users. If you are unsure, please contact us.