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The Add User function provides administrators a way to create an user account in the portal. By default, that user will report to the administrator who created that user. If the portal has a 'default' group assigned, the user will be added to that group. The administrator or group administrators will need to add or invite the newly created user to other groups.

ADD USERS

  1. Click Settings in the lower left tool bar
  2. Click Manage Users And Groups
  3. Click New User or click the + sign
  4. Fill in the following:
    • First Name
    • Last Name
    • Login Name
    • Password
    • Password (verify)
    • External Email
    • Select Time Zone - the default is US/Eastern
    • Select Profile - the default is 'Default'
    • Select Locale - the default is English (United States)
    • Select Notification Email
  5. Click Save

Note: Do not use special characters in the fields of first and last name

Note: Once the user is created, you can alter their name, account level, password, time zone, profile or locale under the Manage User function. You cannot change their login name.