To create a new user account for a company:
Click Companies in the Menu bar. The Companiesoverview page is shown.
Select a company from the overview by clicking on the company name.
Select Users in the side menu.
Click Add. The Add User dialog appears.
Enter the required information:
User Name and Password: These fields define the information required to logon to the system and need to be entered in the Login page.
Role: The selected role defines the privileges and access level of the user.
Department: Select a department to which the user belongs (if available). It is possible to assign users to more than one department, by holding the shift key and clicking all the departments to which the users belongs.
Login: Set this option to Enabled to allow the user logon to the system.
First, Last, Gender, Job Title and E-mail address: The values of these fields are used in the ordering process and can be used as default values for user input fields in the New Document section.
Click Save. You have now added a user, which is added directly to the companies’ User overview. When more users need to be added click Add again.
Important: When users have been assigned to departments, a department contact person should be selected: click on Departments in the side menu, select a department from the overview, click Properties in the side menu and click Edit. This will open the Department Properties page, where the correct contact person can be selected from a pull-down-menu. Click Save to store the changes.