Setup New Users

How to set up additional user accounts:

1. While in ‘Administration’ select the ‘Users' tab.

2. Click on ‘Add User’.

3. Enter the ‘Email Address’ this will be used as the user name when they attempt to log in.

4. Enter in the ‘Password’ this will be a temporary password for their first login.

5. Enter in the employee’s ‘Name’.

6. Select the group(s) the employee will be a part of under the ‘This user is a member of the following selected groups’ section.

7. Add the user to one or more departments:

   1. This will allow employees access to add and process invoices on behalf of those departments.

8. Select ‘Add this User’ to save.

Optionally setup multi-factor authentication for the user.