Getting Started Step 5 - Adding a User

In order to add a User go to Admin > Users and click on the Add New User icon.

You can create a User as an Active User (this user can login to the platform) or as a Suspended User (this user will be able to login the platform only when made active).

The most important step of the process is to assign the user to one or several Group(s). This defines what information they are able to access. 

You can make a User its own group for user level permissions by ticking the box Show User as Group. For more information on Rules & Permissions click here.

Note as well that users can update their form and/or update their details at any time in their My Account section.

* Note that the name given to modules, features and information items may vary in your platform as they can be customised by Main Admin users.