• Click the “Admin” tab
  • In the dropdown menu, click “Users”
  • On the “Users” page locate and click the “+Add New User” button.
  • In the “Add New User” window fill in the user’s:
    1. First Name
    2. Last Name
    3. Phone (optional)
    4. In the Password field you can:
      • Auto-Generate a temporary password by clicking the orange arrow
      • Enter your own temporary password
    5. Select the User Type (Agency User, Agency Monitor, or Agency Admin)
    6. If Units are set up, select the Unit a user belongs to.
    7. Check the License(s) the user needs.
    8. Click “Save”
  • An email will be sent notifying the user of the account creation with their access credentials, which are their agency email address and temporary password.