Step 1

From the Administration menu, select User Maintenance. User Maintenance screen is displayed

Click Add New User button

Add New User screen in displayed. Required fields are highlighted yellow

Enter User ID; must be a valid email address

Enter User's First Name

Enter User's Last Name

note - Start Date defaults to current date, if another End Date is required, click in date field or click on calendar icon to display the calendar. Click on required date to select.

note - End Date defaults to Dec 31, 2999. If another End Date is required, Click in date field or click on calendar icon to display the calendar. Click on required date to select.

Select Roles  for the User by checking the box(es) next to the role:

• Administrator – Administers users for an assigned agency
• Manager – Agency Supervisor role plus performs End of Day
• Supervisor – Agency Clerk role plus void and issue credits
• Clerk – Enters, inquiries, modifies orders

Available Agencies are displayed in the Agency table on the Available (left) side.

To add the User to an Agency, click Agency name to select it and click the single Right Arrow button  to move it to the right table. To add all Agencies displayed, click the second Right Arrow  button.

Selected Agency will be displayed in the right table

Click Save button

Confirmation message that User is receiving an email to activate their user ID is displayed