...
Download the Users training guide. |
...
Creating a user
| Anchor | ||
|---|---|---|
|
...
|
...
|
To create a new user
Choose the drop-down arrow to the far right of the menu bar.
Expand title View image 
Choose Edit Users/Roles.
Expand title View image 
- In the Users and Roles window, in the Users tab, choose Add.
Enter the Email Address of the user you are creating.
Note title Note Each user must have a unique email address.
Choose OK.
Expand title View image 
In the Create User window, choose Yes.
Expand title View image 
In the Edit User window, enter the Name and choose the Role for the user.
Expand title View image 
Info The Admin User role is the only installed role. For information on about roles, see [ Working with roles .
- Choose OK.
After the user is created, a success window displays. Choose OK.
Expand title View image 
The user needs to check their email inbox for an email containing their temporary password.
Expand title View image 
Anchor files_working_with_users_htm_new_708 files_working_with_users_htm_new_708
New user login and password change
| Anchor | ||
|---|---|---|
|
...
|
...
|
The assumption is that the new user has installed Connect.
- Launch Connect.
Enter the user email address and temporary password.
Expand title View image 
- Choose the drop-down arrow to the far right of the menu bar.
Choose Change Password.
Expand title View image 
In the Change Password window, enter the current password and then enter the new password (twice).
Expand title View image 
- Choose OK.
- Choose OK in the Success window.
...
Forgot password
| Anchor | ||
|---|---|---|
|
...
|
...
|
In the Login window, choose Forgot Password.
Expand title View image 
Choose Yes in the confirmation window.
Expand title View image 
Choose OK in the success window.
Expand title View image 
...