1. Ask client manager for their teams':
    • first and last name
    • position
    • email
    • 3 initials

 

 

2. Add users by clicking on Admin Dashboard-> Employee -> Table View

  • Select Add+, which pulls up a blank Employee Master View
  • Fill in first and last name, position, email then select Add



3. Scroll down to Roles then select Add


  • All users are Super Users in Test and Secure until Product Manager determines differently
  • Click on Super Admin then select Add




4. Go to User, the next tab

  • Input three initials and set password to rdarocks890




5. Ask users to log in, then change password

  • Go to blue Welcome box on top right hand side of screen on banner, select Settings and follow prompts