How to Add a New User

Adding a new user to your financial data management software is simple. Follow these steps to add a new user to your organization.

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Step 1: Access User Settings

1. Log in with your administrator account.
2. In the main menu, click on "Users".
3. Then select "User Management" from the dropdown.

Step 2: Add a New User

1. Click on the "Add User" button, usually located in the top-right corner of the User Management page.
2. Fill in the required fields:
   • Full Name: Enter the user's full name.
   • Email Address: This will be used for communication and login.
   • Role: Assign a role to the user (e.g., Administrator, Analyst, Accountant).
   • Department: Select the department the user belongs to, if applicable.
3. Once you've entered all the necessary information, click "Save" to add the new user.

Step 3: Confirm User Addition

The user will receive an email prompting them to create a password and activate their account. Ensure the email address you entered is correct.

Next Steps

Once the user has been added, you can edit their details or adjust their permissions at any time. To learn how, refer to our article on how to modify user information.

What about subcontractors?

That's another process. If you'd like to add a subcontractor, please contact us directly.

Thank you!