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- In the header section, select a client from the Selected Client drop-down list.
The content panel displays information for the selected client. - In the header section, select the Users tab.
The content panel displays the user list. - At the top of the content pane, click + New User.
The Create New User dialog box appears. - Complete the fields as necessary.
For more information, see Create New User dialog box - field descriptions. - 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 icon false Note: You must add a permission or email notification for this user before the account can be saved.
- Do one of the following:
- Click Add Permission.
The Add Permission dialog box appears. .
Or - Click Add Notification.
The Add Notification dialog box appears.
- Click Add Permission.
- Complete the fields as necessary.
For more information see: - 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.
Field | Description | Notes |
User | Email 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. | |
Project | Select the project. | |
Also Add Survey Responses access | ||
Also Add Admin access | ||
Add | ||
Cancel |