How To Add a New User

1. Log in as System Admin
2. Go to Users > Create New User

3. Complete all "*" fields.

4. Login ID is the user's company email address

5. Email ID is the user's company email address

6. Select one or multiple roles for the user from the left hand screen and click Select

For Account Manager, Financial Manager, Controller, Executive, Audit and Business Admin roles, you must also set the role association.  Setting the role association allows the user access to part or all of the organization's accounts.

7. Select View Association. 

8. Click the radio button to associate the view access with all accounts or search within Organizational Hierarchy for specific account ranges, specific FS Captions, account names or users and click Search.

9. Select applicable items and click Add, then Save.