User profiles can be added, updated, or removed at any time.
* It is highly recommended that each person logging into the system has his or her own individual User Profile. It only takes a few second to create a profile.
Navigate to System Settings > User Profiles > Users.
Select the Add User button at top right and then complete the following mandatory fields:
Username
Password
Security Question – enter a security question. If your login information is ever forgotten, this is how we verify it is you
Answer – answer to your security question. If your login information is ever forgotten, this is how we verify it is you
First Name
Last Name
Email Address
User is an administrator (check if user requires access to view / edit other user profiles or system billing)
Save your changes.
All users created in the system will be visible in the middle of your screen. To edit any of the profiles, click on a name and the edit screen will appear on the right. Save.
User Authorization Classes
You have the ability to choose which features users have access to.
Navigate to System Settings > Users > User Authorization Classes.
Click Add.
Give your class a name. Example: Website Editing
Click Save.
You will see your name name appear. Click Edit.
Check only the boxes for features you want this type of user to have access to.
Click Save.
Now you go to the User Profiles section of your system.
Click on a user.
Set the authorization class to the one you just added.
Click Save.
Management Systems
System Settings > Arranging Director Admin
Scroll down to "Password and User Account Maintenance" > Maintain User Accounts
Select the Add User button at top right and then complete the following mandatory fields:
Username
Password
Employee – If you have entered Employee into your system. If not that is fine.