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How can I add a user?

Written by Jeanne Murphy

Updated at December 31st, 2024

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To add a new user, go to the User Admin page.

 

Click on Add Users.


Using the drop down menu, select a role for the user.

  • Administrator - has entitlements to use all menus and submenus on the Administration Site and by default can perform On Behalf Payments.
  • CSR - has entitlements to the Reports and Support menus and by default can perform On Behalf Payments.

 

Enter the Login ID for the user. This can be their email address. 

Enter the Email Address for the user. This email is used to send temporary passwords.

Enter a password for the user. The password must have a length of at least 8 symbols, and contain 1 lowercase letter, 1 uppercase letter and 1 number. The password cannot have any special characters. 
To prevent Administrators from knowing user passwords, a password entered by the Administrator expires upon first use. At that time, the user changes their password to one that only they know.

Retype the password to confirm it.

Click Add User.
 

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