Adding Site User Logins

Adding Site User Logins

Adding Site User Logins

It is important that users and sites are in the same Group.

To add user logins for sites please do the following:
  1. Go to Data/Sites.
  2. Search for the Site and take note of the Group which can be found at the right of screen.
  3. Go to Data/Users.
  4. Select the Group to which the site belongs.
  5. Click on Create New User.
  6. Enter either an email address or User Name - not both.
  7. In the Password field either enter a password or click Generate.
  8. If an email address has been used as a login then you can tick Email Password otherwise you will need to take note of the password and forward it to the user.  Please note that once the Save button at the bottom of the screen is clicked you will no longer have visibility of the password.
  9. Make an entry in the First Name and Last Name fields.
  10. Select the appropriate permissions from the list in the Permissions field.  Normally this permission would be Data Entry and possibly Reports.
  11. Click Save. 
  12. Click on the Access tab.
  13. Select the User.
  14. Select the Site - please leave the Groups field blank unless you want the user to have access to all sites in the Group.
  15. Click Save. 

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