To add users, you will need go to the Administration module.


Adding Users

  1. Click the View Modules icon (top-right corner) and select the Administration module.

  2. Click on Users (top-left corner) from the Administration module.

  3. Click on Create New User (top-right corner).

  4. Type the name of an existing user with the permissions you would like the new user to have, select the user, and click on Copy.

  5. Fill in the contact info for the new user, check all the boxes and click on Copy User.

  6. Click on Activation and Notifications (top-right corner) and then click on Activate User and Send Email.


Any questions?

Contact us at or 800.324.5672 for a more personal discussion regarding your workflow and needs.

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