Adding a new user

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 or property from the Select a Location drop-down list.
    The screen displays information for the selected client or property.
  2. In the header section, select the Users tab.
    The user list pane displays the list of users. 
  3. At the top of the 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.
  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 either a permission or email notification to 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:
  8. Click Add.
    The new user account is added, the dialog box closes, and the user appears in the user list.Â