Creating a new user account ensures that staff have the correct access, permissions and settings required for their role.
To create a new user, follow these steps:
Click Setup.
Click Users from the drop-down options.
Click New User.
Click User Type, then click Standard from the drop-down options.
Enter the username.
The user name must be unique.
If another account already uses the same name, you'll see the message:
'Cannot insert this item as it would create a duplicate entry'.
Enter the full name.
Enter and confirm the password.
Enter the work email and mobile number. Both fields are required.
Click Access Group and choose the appropriate option.
Click License Type and choose the appropriate option.
Select any relevant user account options on the right side of the screen.
Click Access Areas and select the areas required.
Click User Booking and select any permissions needed.
Click User System Permissions and select any additional permissions.
Click Save.