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 content panel displays information for the selected client. 
2. In the header section, select the Users tab.
   The content panel displays the user list. 
3. At the top of the content 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?  

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