Overview: Adding New User Work Flow

  1. Identify an Owner (A).

  2. Identify a member of the Can Add User Security Group (B).

  3. This person adds the person (B).

  4. The Owner then assigns the Database and Role (A).

  5. Provide the User the credentials you just created (email address and temporary password) (A).

  6. The User then logs in and sets a permanent password (New User).


See Add a New User, Technician, or Person for further details on this process.

Was this article helpful? If not, please submit feedback below.