Users

Instructions

Add a User

Navigate to Settings > Users and Groups > Users
Click on the Add User Button

User Details: Fill in the Information below (Note: The fields in red below are required fields).

Select a Role from the drop-down list. Click here to learn more about the definitions of Roles.

Assign a User Group to the user by clicking in the User Group drop-down menu. Click here for more information about what a User Group is.

Login Details are optional. Username, Password, and Confirm Password are required fields.

The Username must be at least 6 characters long. Lowercase letters, numbers, underscores, dashes and periods only.
The Password must be 8 or more characters with a mix of letters, numbers & Symbols.

The “User is Protected switch” is enabled as default. This is to prevent accidental changes to be made regarding the username or password.

Reset Username or Password: To change the username and password, you will need to first turn off the User is Protected switch and make the necessary changes and then turn the User is Protected switch back on before proceeding to the Save button.

To Disable a User turn the Enabled toggle switch off. Ensure you then select the Save Button to confirm it.

Uploads (Optional)

Files can be attached to a User (staff and agents). Limited to images and documents.

a) Drag and drop a file from your PC or click on the “choose or drop a file to upload” to add the image/document.

b) You can Add a Label Description for the file (optional) and you must choose a document type from the drop-down list (mandatory). Click on the Save Button to proceed.