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Download the Users training guide.

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Creating a

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user 

To create a new user

  1. Choose the drop-down arrow to the far right of the menu bar. 

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  2. Choose Edit Users/Roles

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  3. In the Users and Roles window, in the Users tab, choose Add.
  4. Enter the Email Address of the user you are creating. 

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    Each user must have a unique email address.


  5. Choose OK

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  6. In the Create User window, choose Yes

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  7. In the Edit User window, enter the Name and choose the Role for the user. 

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    Info

    The Admin User role is the only installed role. For information on about roles, see [ Working with roles .


  8. Choose OK.
  9. After the user is created, a success window displays. Choose OK

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  10. The user needs to check their email inbox for an email containing their temporary password. 

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New user login and password change

The assumption is that the new user has installed Connect.

  1. Launch Connect.
  2. Enter the user email address and temporary password

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  3. Choose the drop-down arrow to the far right of the menu bar.
  4. Choose Change Password

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  5. In the Change Password window, enter the current password and then enter the new password (twice). 

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  6. Choose OK.
  7. Choose OK in the Success window.

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Forgot password

  1. In the Login window, choose Forgot Password. 

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  2. Choose Yes in the confirmation window. 

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  3. Choose OK in the success window. 

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Note
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A message displays if the email address is not found in the database. 

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