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Add New Users (Master Users Only)

Master users have the ability to add users for their company to the system. To add users to the system, follow the steps below: 

 

1. Click on Manage Users on the navigation bar 

 

2. Click on the Actions button on the top right of your screen and click on Add New User 

MANAGE USERS 
Username 
Reset Form 
No Client Users found. 
Hide Filter 
= Actions 
Status 
Show records per page 
Add New user 
25 
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3. Fill out the user’s information and assign them a username and password 

ADD NEW CLIENT USER 
You may use the screen below to add users for your company. When you add a user, they will receive an email notification with their credentials 
User Details 
Client (required) 
Matthew Lender v 
First Name (required) 
Email (required) 
Department 
User Notes 
Login Details 
Username (required) 
Password (required) 
Confirm Password (required) 
Cl Require Password Change@ 
Email new account details to the user 
Last Name (required) 
Phone 
Type 
Select One

 

4. Click on the Save User button to add the user to the system 

Permissions 
Cl Is Master User 
Cl Has Read Only Access@ 
Cl Restrict this user from placing appraisal order?@ 
Cl Restrict this user from requesting a 
Email Settings 
Co on emails for orders?@ 
Save User 
Cancel

 

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