You can edit users from any Profile screen.
Note: Although accessible through the web browser, you must have server management access to be able to edit users.
1. Click the 
icon in the Location Bar 1
2. Click “Users” on the Profile Menu 2
The Users screen will be displayed:
Note: If “Users” does not appear in the menu then you do not have access to this feature.
3. Click the ‘Add User’ button 3
The New User screen will be displayed:
4. Enter the user details as follows: 4
| User Name | This is the name that identifies the user on the system. It should be entered as it would be written naturally, e.g. “Daniel Ross”. |
| Login Name | This is the name entered by the user when they are logging in to the web site. It will default to the user name. |
| Password | The password is required when the user logs in to the web site. The password will be concealed whilst being typed .It is not possible to retrieve a user’s password if they forget it. If the user does forget their password, simply enter a new one. |
| Last Logged On | This is the date that the user last accessed the system. |
| Account Enabled | This checkbox provides an easy way to turn off access to the user without deleting the user’s account. If the checkbox is ticked then the user has access to Profile. |
| Company | This is the user’s company. This is an optional field. |
| Department | This is the user’s department within the company. This is an optional field. |
| User ID | This is the user’s user number. This is an optional field. |
| Email Address | This is the email address that the system will use to send email to the user. |
| Language | This is the native language of the user. The entire Profile interface will be translated to the user’s local interface. |
5. Select a permissions role for the server on the Server Management menu 5
Click the ‘View’ button to display the permissions of the currently selected role. 6
To add a new role, select “Create New Role” on the menu. See the ‘Adding a Role’ section for more details.
6. Click the ‘Add Area Permission’ button to add permissions for an area 7
The Add Area Permission popup is opened with the top level areas displayed.
If sub areas exist, additional columns will be displayed when the parent area is selected.
7. Select the area where the permissions should be applied 8
Either select an individual area or select “All Areas” to apply the permissions to all areas within the parent area.
8. Click the ‘Select’ button 9
The area will be added to the list on the User screen.
9. Select a role for the area using the menu 10
Click the ‘View’ button to display the permissions of the currently selected role. 11
To add a new role, select “Create New Role” on the menu. See the ‘Adding a Role’ section for more details.
10. Repeat steps 6 to 9 for each area where the user should have permissions
11. Click the ‘Save’ button 12
The new user will be added to the Users list.