Add or Edit Users Internally

Modified on Fri, 15 Aug at 4:47 PM

To edit an existing user: Click Utilities Icon > Click Security administration > Double click or Select the employee > Make appropriate updates > Click OK to save


To add a NEW user: Click Utilities Icon > Click Employee Profile > Click Insert > Enter Information > *For desktop users, be sure to check 'Is Log-in User" > Click OK to save. Click Security Administration > Click Insert > Create user id and password > Click Employee ID dropdown box > Select employee > Assign appropriate permissions > Click OK to save.

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