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Create a new user (on premise)

If you are an Access Hosted customer, follow our article on creating users in our hosted environments

To create a new user, follow the steps below.

📌 Note: Ensure that there are available licences before attempting to add a new user. If all licences are in use, you will not be able to proceed.

  1. Click System.

  2. In the Security section, click User records.

  3. Scroll to the bottom of the list of users and click the line beneath the last user to select it.

  4. Click Edit.

  5. Enter an ID and name for the user.

  6. If required, click the magnifying glass icon to change the security profile.

  7. If users are to log in with their Windows account rather than entering a username and password, Select the Windows Authentication checkbox and enter their domain login detail in the Name entry box using the format "DomainAccount\Name".

  8. Click Save.

  9. Click the Options icon, then the Edit button.

  10. Enter a password. Only fill in the New password field; leave Old password blank.

  11. In the same window, click the blue arrows to enter any central locations for documents and reports as required.

  12. Click Save.

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