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Creating a user 

To create a new user

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

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  1. Choose Edit Users/Roles

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  1. In the Users and Roles window, in the Users tab, choose Add.

  2. Enter the Email Address of the user you are creating. 

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  1. Each user must have a unique email address.

  2. Choose OK

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  1. In the Create User window, choose Yes

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

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

  2. Choose OK.

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

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

  2. Choose Change Password.

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

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  2. Choose OK.

  3. Choose OK in the Success window.

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Forgot password 

  1. In the Login window, choose Forgot Password

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  1. Choose Yes in the confirmation window. 

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  1. 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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Download the Users training guide.