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  1. In the header section, select a client from the Selected Client drop-down list.
    The content panel displays information for the selected client. 
  2. In the header section, select the Users tab.
    The content panel displays the user list. 
  3. At the top of the content pane, click + New User.
    The Create New User dialog box appears. 
  4. Complete the fields as necessary.
    For more information, see Create New User dialog box - field descriptions.
  5.  Click Save.
    The Create New User dialog box closes, and the Add User Details dialog box appears. It offers you three options:
    • Add Permission
    • Add Notification
    • Cancel without creating account - what does this do?  

      Info
      iconfalse

      Note: You must add a permission or email notification for this user before the account can be saved.

  6. Do one of the following:
    1. Click Add Permission.
      The Add Permission dialog box appears. .
      Or
    2. Click Add Notification.
      The Add Notification dialog box appears. 
  7. Complete the fields as necessary.
    For more information see:
  8. Click Add.
    The new user account is added, the dialog box closes, and the user appears in the user list

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Add Permission dialog box - field descriptions

TK - This should be its own topic/page.

FieldDescriptionNotes
UserEmail address of the user.READ-ONLY.
Location

Select the location.

Either type the location in the field or select the location from the drop-down list.

 
ProjectSelect the project. 
Also Add Survey Responses access  
Also Add Admin access  
Add  
Cancel  

 

 

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