Home > Users and Contacts

Managing Users and Contacts

To create, edit or remove a user or contact, follow these steps:

1. Click the Users button from the Administration group on the Home tab. The Users and Contacts wizard will appear.
   
2. Read the overview and click the Next button.
   
3. Click the relevant option.
   
4. Complete the relevant details on each of the required screens. Click the Next button to proceed to the next screen.
   
5. Click the Accept button when you reach the summary screen.
   
   

When available, the Show advanced options allows you to access some of the advanced features of the users and contacts wizard:

• Group Membership
  
• Module, table, row and new data permissions
  
• Validity periods and expiry dates for accounts
  
• Session and password options
  
• Users and Contacts Step-By-Step
  
  

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