Add a New User

To add a user to a group:

  1. Click ‘Set Up’ in the Control Bar

  2. Under ‘People Set Up’ in the Page Tree, click ‘User Profiles’

  3. Select the Group the new user it to be added to by clicking in the text in the line of the Grid.

  4. Click  

  5. Fill in the required fields in both the ‘General’ tab and the ‘Contact’ tab with the relevant information. Required fields are in Bold.

  6. If the User does not have an email address, add a non-existent ‘invented’ email address, such as ‘username@anyname.co.uk’

  7. See here on applying Roles to Users

Important fields are described below:

add-a-user

NOTE – The same email address cannot be used for different Users.

The Sites Tab:

The Sites tab defines what site the User is responsible for.

  1. Apply sites that the user is related to by drilling in to the tree and putting an X in the checkbox 

  2. Click ‘Add’ to apply the changes