How to add a User

Open the Users window

1: Click Admin from the Menu.

2: Select Users --> Users from the drop down menu - the Users window will open.

Add a User

1: Click New on the Menu - the New User window will open.

Edit the User details

1: Complete the Basic Details - highlighted fields are mandatory.

2: If required key in Contact details.

3: If required select an Introducer from the drop down list.

4: If required Select a Template from the drop down list. Click here to see how to add a new Template to the list.

5: Select if this user can log into the Windows Application and/or the Web Portal.

NOTE

The Windows Application is the software that is installed on your computer or server.

The Web Portal is a version of the software found online but does not have 100% of the features available.

Close the window

1: Click OK to save the changes and close the window.