Add Users should be used only for Administrators to add users with administrator access. To add a business user, use Invite User. Users can be added by clicking on Add User on the settings sidebar tab or clicking on the Add User button at the top of the user’s page.

Once Add User is selected, the New User page will display.

Enter the information that corresponds to each box. All of the information is required, and the information will not be submitted unless all fields are completed.

Username and Email
The username cannot have more than 3 consecutive characters in common with the email or name fields. If there are more than 3 consecutive characters in common with the email or name fields, a system warning will be displayed.

Set Password and Set Password Confirmation
There are no parameters set for the number of characters or the use of numbers or special characters in the password. It is recommended you create strong passwords to protect the security of each account.

Strong passwords are 8 or more characters and contain numbers and symbols.

Role
Setting the Role determines the type of access users have in the system. There are 4 roles: Administrator, Manager, Business, and Third Party. All administrators should have administrator access, and all other users should have business access.

To set the Role, click on the dot next to the Role. The dot will turn blue indicating the role selected.

Manager and Third Party roles will be used in the future.

User Agreement
Click the box next to THIS USER AGREES TO THE TERMS OF USE to agree to the terms of use. Click on Terms of Use to view the terms.