Adding a new user creates a single sign-on account that allows users to log in to all UniFocus software products.
To add a new user to the UniFocus user list:
- In the header section, select a client or property from the Select a Location drop-down list.
The screen displays information for the selected client or property. - In the header section, select the Users tab.
The user list pane displays the list of users. - At the top of the left user list 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.
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- The Create New User dialog box
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Field | Description | Notes |
User Name | Name that the user enters to log in to the User Administration application. | REQUIRED. |
First Name | First name of the user. | REQUIRED. |
Last Name | Last name of the user. | REQUIRED. |
Email Address | Email address of the user. | REQUIRED. |
Confirm Email Address | Reenter the email address of the user. | REQUIRED. |
Password | User's password for UniFocus logins. | REQUIRED. |
Confirm Password | Reenter the user's password for UniFocus logins. | REQUIRED. |
Save | Saves your entries, adds the new user, and closes the Create New User dialog box. | |
Cancel | Cancels your entries and closes 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.
Info icon false Note: You must add either a permission or email notification to this user before the account can be saved.
- Do one of the following:
- To add a permission to the user, click Add Permission.
The Add Permission dialog box appears.
Or - To add the user to a notification, click Add Notification.
The Add Notification dialog box appears.
- To add a permission to the user, 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.