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 from the Selected Client dropor property from the Select a Location drop-down list.
The content panel screen displays information for the selected client or property. - In the header section, select the Users tab.
The content panel user list pane displays the user list of users. - At the top of the content 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.
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 either a permission or email notification for to this user before the account can be saved.
- Do one of the following:
- Click To add a permission to the user, click Add Permission.
The Add Permission dialog box appears. .
Or - Click To add the user to a notification, click Add Notification.
The Add Notification dialog box appears.
- Click 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.