Adding a User

When you add a user, you specify the user's contact information and what type of role the user has for each application.
  1. Click USERS in the left pane.
  2. Click Add user in the top right corner of the window.
  3. In the Add User dialog, enter the user's details.
  4. Under Platform role, select one of these options:
    • Standard: The user can log in to the application with standard time-out and access options.
    • Large display: The user has view-only access to the application on a large display, and their login will not time out.
  5. Under Access & roles, select the user's access and role for each application by clicking the drop-down arrow beside the ACCESS & ROLES column entry for the corresponding application.
    Some subscriptions include limitations on the number of users that can be assigned to each role.
  6. Click Send invitation.
    The user receives an email containing a temporary password that they must change the first time they log in.