Add a User

1. From the Setup menu, select Security > Users.

   The User Setup window displays.

2. Click Add New User.

   The User Info (Step 1 of 6) window displays. This is the first of six windows that take you through the process of adding a user.

3. Complete the information on each of the six windows as appropriate. The two buttons in the lower-middle part of the window allow you to advance forward or move backward through the windows.

   For information on each of these windows, refer to the following topics:

   • User Info (Add a User - Step 1 of 6)
   • Offices User Works At (Add a User - Step 2 of 6)
   • Home Office (Add a User - Step 3 of 6)
   • Login Info (Add a User - Step 4 of 6)
   • User Group (Add a User - Step 5 of 6)
   • Charting Info (Add a User - Step 6 of 6)
4. Click Save.