Adding Users

The System admin has the option to restrict the access of other Primary Users to be able to create new Primary Users in their own Agency. This option is found in the System > System details section.

Adding a new Agency will generate a new Primary User for that Agency at the same time. The system admin or primary user can then create more Standard Users for this Agency.

As the System Admin click the Users navigation

Here you see a list of all the users in the system, and the option to Add user

New user Mandatory fields:

  • Assigned Agency
  • Username
  • First name
  • Surname
  • Email

Step 7: Make your first referral