You must be a User Administrator to add a new user.
The number of users a company can have is unlimited. And, you can assign the capabilities that control the way a user interacts with the software on an individual user basis.
When a new user is added, the system will send that user an automated email message notifying them that they have successfully been registered as a user on the software and providing them with the URL for the software, their unique User Name and Password they will need to login to the software. Please note, once a User Name has been created in the system it cannot be changed or modified.
- From the Company tab, click the Users link.
- On the Users page, click the Add link at the bottom of the page.
- On the User Profile page, complete the required fields:
- User Name: type a user name for the user. This name must be unique within your network and is the name they will use to log into the software
- First Name: type the first name of the user
- Last Name: type the last name of the user
- Email: type the email address of the user - (Optional) By default, the Email Notification for Display Monitoring and Content Review are checked. When checked, the user will receive automated email messages that are associated with the user roles they have been assigned. When unchecked, the user will not receive automated email messages regardless of the role(s) they have been assigned. For an overview of the user roles and the corresponding automated email messages they will receive, click here.
- In the Address section, complete the following fields:
- Telephone: type the telephone number of the user
- Fax: type the fax number of the user - In the Password section, complete the following fields:
- New Password: type a password for the user. This is the password they will use to login to the software. A user can change their password at any time when they login under their login ID.
- Confirm Password: retype the password - In the Roles section, check the box beside each role you want to assign to the user. Click here for an overview of the roles and their capabilities.
- Click Save or Save & Close. If you decide not to add the user, click Cancel.
NOTES:
- When Display Monitoring is checked, this enables the user to receive automated email messages lregarding the status of the displays.
- When Content Review is checked, this enables the user to receive automated email messages alerting them to content flagged for their review and/or approval.