Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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:

  1. 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. 
  2. In the header section, select the Users tab.
    The content panel user list pane displays the user list of users
  3. At the top of the content user list 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 either a permission or email notification for to this user before the account can be saved.


  6. Do one of the following:
    1. Click To add a permission to the user, click Add Permission.
      The Add Permission dialog box appears. 
      Or
    2. Click To add the user to a notification, 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. 

...

FieldDescriptionNotes
User NameName that the user enters to log in to the User Administration application.REQUIRED.
First NameFirst name of the user.REQUIRED.
Last NameLast name of the user.REQUIRED.
Email AddressEmail address of the user.REQUIRED.
Confirm Email AddressReenter the email address of the user.REQUIRED.
PasswordUser's password for UniFocus logins.REQUIRED.
Confirm PasswordReenter the user's password for UniFocus logins.REQUIRED.
SaveSaves your entries, adds the new user, and closes the Create New User dialog box. 
CancelCancels your entries and closes the Create New User dialog box. 

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  

 

 

  1.