FAQ: How do I create a new user?

There are two ways in which a user can be created on the platform.

PATH: Administration>> Client>> Users

It is preferable to invite a user and thus allow them to set their own time zone and password – Method 1

Method 1:

  1. Click on Invite User
  2. Complete the screen as below:

3. Click on Save

The software will now send a system generated e-mail to the new user and he/she will be guided through the process of setting up his/her own username and password.

Method 2:

  1. Click on New
  2. Enter the required details as per screenshot below:

3. Click on Save