Adding a new user

To add a new user to the UniFocus user list:

1. In the header section, select a client from the Selected Client drop-down list.
   The screen displays information for the selected client. 
2. In the header section, select the Users tab.
   The user list panel displays the list of users. 
3. At the top of the user list panel, 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.
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.

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

6. Do one of the following:
   1. To add a permission to the user, click Add Permission.
      The Add Permission dialog box appears.
      Or
   2. 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:
   • Add Permission dialog box.
   • Add Notification dialog box.
8. Click Add.
   The new user account is added, the dialog box closes, and the user appears in the user list.