Adding a New User to the platform

• From the main dashboard, click on Settings 

• Then select User Information 

Add a New User 

• Click the Add User button 

• A pop-up window or dialogue box will appear 

• Fill in the required information for the new user 

• You will also need to set an initial password for them 

The password you set here is temporary. It’s highly recommended to share it in person or via a voice call to ensure it remains secure and cannot be intercepted. 
 

1. User Login & Password Change 

• Once the user logs in for the first time, they should be prompted (or encouraged) to change their password to something only they know.