How To Add A User

Part 1: Navigate To  Users

1. Login to TheWebConsole

2. From the top right of the menu bar click Settings.

3. From the new side menu options click the Users dropdown and select Users.

Part 2: Add a User

1. Once the User options load, you will be given the options to either delete or edit an existing user or add a new one. To add a new user click the blue Add User button.

Once the Account screen opens you will be prompted with the below fields:

• Username - this is a required field, it needs to be a unique name assigned to the user that they will use to log in.

• Email - this is a required field, it will be the email address assigned to the user, this will be used when completing the forget password process

• Mobile Number - this is an optional field

• First Name - this is an optional field

• Last Name - this is an optional field

• Set Password - this is a required field and should contain a secure password for the user. It should contain a variety of letters, numbers, capitals and symbols.

• Policy Configuration - this is where you will configure the user's privileges, you have the below options:

  • Personalized access - this is used if you wish to assign or limit this one specific user access to certain tools

  • Access based on a role - if you have numerous users roles are the better choice for policy configuration. Roles are covered in other knowledge base articles

  • Access based on a role but allow personalizations - this is a mix of the above two options.

2. Once you have entered all the required information hit the blue Save button.