1. Click the User administration icon on the quick menu

2. Click the 'Add New' link.

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3. User information

The first screen you'll encounter when creating a new user is the general information screen. Enter basic information about the user in the following fields.

• Email Address: Enables the user to receive automated eAlerts from the system.
• Username: Enter a username for the new user.
• Temporary password: When the new user logs in for the first time, he/she will be prompted to create a permanent password. We suggest making the temporary password easy to remember.

Click next when finished.

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2. User permissions

This screenshot shows the various permissions that you can set for this user. Simply check the boxes that apply. Refer to the permissions section further down on this page for a description of each selection.

Click next when finished.

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3. Agency access

User agencies (locations) are for organizations with multiple locations enabled.

As an administrator, you can assign the user access to any or all of the available agencies (locations) in your organization.

To assign user access to a location, simply click the agency and then click the -> button.

To assign access to all locations, click the ->> button.

The first agency listed in the 'Selected' column will be the default location for the new user.

4. User groups

User groups are for organizations utilizing case-based permissions only. By default, case-based permissions are not enabled in the Tracker Products system. See case permissions for more information.

If your organization is setup to use case-based permissions, the creation of user groups will enable you to broadly assign permissions to a case. Use this section to create affiliations between the new user and the user groups in your system.

Click next when finished.

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5. eAlerts

Enable administrative email alerts for this user (recommended for a select few administrators within your organization)

• Administrative alerts: This will notify the user every time an item is added or updated in the system.
• Aged evidence notification: This will notify the user of additions to the property/log room every 120 days.
• Scheduled audit notification: This will notify the user of upcoming audit due dates.
• User failed login alert: This will notify the user when a failed login attempt has occurred. Failed logins occur when a user attempts to gain access with an invalid password on three consecutive tries.
• Requested items alert: This will notify the user of items requested by another user.

Click Complete user setup: when finished.