• Click on Setup Users Menu and then click on Create New button

• Header
• Assigned Locations
• Assigned Roles
• Assigned Company
• Save Document

Step 1: Click edit Header. System will open a popup to edit the information of the header. following information can be added:

• Relation: Select the type of user is created.
• Name: Select the name of Internal Staff of the user.
• Title: Provide the title of the user.
• First Name: Provide the first name of the user.
• Middle Name: Provide the middle name of the user.
• Last Name: Provide the last name of the user.
• Workflow Group: Select the workflow group for the user.
• Department: Select the department for the user.
• Nick Name: Provide the nick name of the user.
• Email 1: Provide the email id of the user.
• Mobile 1: Provide the mobile number of the user.
• Login ID: Provide the login id of the user.
• Password: Provide the password for the user.

Step 2: After the information that is required is keyed in, click on the Confirm button to close the popup.

• Select the current location of the user.

• Select the roles that needs to be assigned to the user.

• Select the current company of the user

• If there happens to be login from any other cellular device, then the details of device are stored in Connected Devices.