How to add new user

How to add new user

From the main menu, select setting > Users & Permissions

  1. Clicking on the +New User button  
  2. Fill out the user details and information. Make sure to assign a security profile/role to the new added user.
  3. Make sure the user email is defined
  4. Click on Save to save the record

To send email invitation to the user again or any other user
  1. Find the user on the displayed users list
  2. Right mouse click on the user record and select Send Invitation or click on the envelop icon
  3. The system will display a dialog to inform you that email invitation is being sent