Create a User

Created by Colin Simpson, Modified on Tue, 20 Jan at 12:00 PM by Brent Young

Navigate, using the top navigation bar, to Settings > Users
Click the Users, if not already displayed
Click the blue Create button
A screen with the user form will appear
Complete the form
1. [OPTIONAL] Only complete the Settings section if you are going to be using the Holiday Management module
2. You must select at least one user role to assign to the user under Access Permissions
3. [OPTIONAL] You can also apply estate access to a user if you only want the user to be able to see certain properties. See How to create an Estate Access Rule for more information.
When you have finished, click Save
The User is now added to your list of Users