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Create a new user (on premise)

If you are an Access Hosted customer, see creating users in hosted environments. To create a new user on premise:

📌 Note: Ensure that there are available licences before attempting to add a new user. If all licences are in use, you will not be able to proceed.

  1. Click System.

  2. In the Security section, click User Records.

  3. Scroll to the bottom of the list of users and click the line beneath the last user to select it.

  4. Click Edit.

  5. Enter an ID and name for the user.

  6. If required, click the magnifying glass icon to change the security profile.

  7. If the user logs in with their Windows account, tick the Windows Authentication checkbox and enter their domain login in the Name field using the format DomainAccount\Name.

  8. Click Save.

  9. Click the Options icon, then click Edit.

  10. Enter a password. Only fill in the New password field; leave Old password blank.

  11. In the same window, click the blue arrows to set any central locations for documents and reports.

  12. Click Save.

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