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 content 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:- Add Permission dialog box - field descriptions.
- Add Notification dialog box - field descriptions.
- Click Add.
The new user account is added, the dialog box closes, and the user appears in the user list.
...
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. |
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 |