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To add a new user to the UniFocus user list:

  1. In the header section, select the Users tab.
    The content pane displays the user list. 
  2. At the top of the content pane, click + New User.
    The Create New User dialog box appears. 
  3. Complete the fields as necessary.
    For more information, see Create New User dialog box - field descriptions.
  4.  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?  

      Note: You must add a permission or email notification for this user before the account can be saved.

  5. Do one of the following:
    1. Click Add Permission.
      The Add Permission dialog box appears. 
      Or
    2. Click Add Notification.
      The Add Notification dialog box appears. 
  6. Complete the fields as necessary.
    For more information see:
    • Add Permission dialog box - field descriptions.
    • Add Notification dialog box - field descriptions.
  7. Click Add.
    The new user account is added, the dialog box closes, and the user appears in the user list. 

Create New User dialog box - field descriptions

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  

 

 

 

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