Users

Use the Users pages to add a user and assign a location and role to that user.

1. Add a user and identify whether the user has Enterprise Access. You may select a Folder also.

2. Select a user and select a location and role.
   Note: After you Save a user with enterprise access, a symbol designates the user has enterprise access.

Adding a User

1. Select Organization from the main menu.

2. Select the Users tab.

3. Select + Add in upper right corner.

4. On the Add >> User window, type the First Name, Last Name, and Username.

5. Select the Access check box if this User has Enterprise Access.

6. Type the Password.

7. (Optional) Select the Top Folder.

8. Select Save.

Example:

Adding a Location to a User

1. Select Organization from the main menu.

2. Select the Users tab.

3. Select a User.

4. Select Add adjacent to Locations.

5. On the Add >> Location window, select the location to add.

6. Select Save.
   Assigned locations display in Location list.

Example:

Adding a Role to a User

1. Select Organization from the main menu.

2. Select the Users tab.

3. Select a User.

4. Select Location or Enterprise adjacent to Roles.

5. On the Add >> Role window, select the role to add.

6. Select Any to have this role apply to all locations or select one or more locations.

7. Select Save.
   Assigned roles display in Roles list. Specific location is in parenthesis.

Example:

Editing User information

1. Select Organization from the main menu.

2. Select the Users tab.

3. Select a User.

4. Make desired changes to User information, including Password and Enterprise Access.

5. Select x Remove to remove an assigned location or role.
   Pop-up window prompts: Remove?

6. Select OK.

Deleting a User

1. Select Organization from the main menu.

2. Select the Users tab.

3. Select a User.

4. Select Delete.
   Pop-up window prompts: Delete Item?

5. Select OK.