Overview

User Logins are created to give others access to your account. Only Admin users can add User Accounts. The Admin is the username that was selected during the creation of your account. If you are unsure of the username or password, you can use the Forgot Password link on the login screen using the email address associated with the Admin username.

Adding a New User

1. Navigate to Admin > User Accounts, then click the Add User Account button to create a new user login. 
2. Enter in the following information:
   1. First and Last Name
   2. Email Address
   3. Enter a unique User ID and Password.
      1. User ID - Cannot contain a period.
      2. Password - Must use uppercase and lowercase letters at a minimum.
   4. Select an Account Role, if desired. This is just a label and has no bearing on permissions.
   5. Assign appropriate Account Permissions. These permissions roughly correlate to the tabs found at the top of the application.
      1. Hidden - Restricts access to that feature.
      2. Viewable - User may see the information, but cannot make any changes.
      3. View & Edit - User can see and edit the information.
3. Select Create User Account.

• Snapshot Reports - Admin permission
• Custom Client - Clients permission
• Custom Schedule - Schedule permission
• Custom Payment - Payments permission

Edit/Delete an Existing User

Click the icon to the right of a user in the list. From here, you can edit any information and even reset the user's password.

To remove a User Account, click the corresponding  icon.