Users: Adding a User ManuallyΒΆ

To add a new user, you will need to have navigated to the add contact pop-up tab. If you are having trouble getting to this point, refer to Adding A New Contact.
This option for adding a new contact should be used when you do not already have their details under another contact - as to not create a duplicate.
Note that all the fields are optional. Fill out what is known and/or is necessary.
  1. Click Add a User

  2. Enter first name

  3. Enter last name

  4. Enter email

  5. Assign roles

  6. Assign groups

  7. Assign supervisors

  8. Enter employee ID

  9. Enter vendor ID

  10. Click Save