Adding Local Users

Follow the steps below to add a local user:

  1. Go to Settings > General > Users & Roles 

  2. The Users & Roles page opens on the Users tab.

  3. Click the + icon.

    Alternatively, you can switch to the Roles tab, click on the "+" icon and select Add User.

  4. The Add Local User page opens. Proceed as follows:

    1. In the Username box, enter the user name.

    2. In the Name box, enter the user’s real name.

    3. In the Password box, enter the user password. To generate a password automatically and send it to the user, select Generate password and send by email.

    4. In the Repeat password box, re-enter the user password.

    5. In the Email box, enter the user’s email address.

    6. In the Description box, optionally enter a user description.

    7. Click Next to proceed to the Role Tab.

    8. In the Access level dropdown list, select an access level for the new user (for multi-tenant solutions only).

    9. In the Role dropdown list, select a user role. Refer to Managing User Roles for more details about user roles.

    10. In the lower right corner of the page, click Finish. The local user will appear in the list of users.