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100s - The Basics  >  Add a New User
Add a New User
Brief Summary
Learn how to add an user and assign specific privileges to user in Client Track.
Step-by-Step Instructions Video Tutorial
Step 1
Users - Manage Users Link
beight_lcorner In menu, go to Users > Manage Users
Step 2
Add New User Link
Click Add New User under List of Users shown above.
Step 3
Add New User (Name)
1) Enter in full and display names of user shown above.
2) Click Finish to save added user.
Note: New user(s) appears under List Of Users category.
Step 4
View User Privileges Link
1) Select added user from List of Users category.
2) Click View Information on User Privileges.
User Privileges Descriptions
3) Read over the user privileges to determine which privilege is right for user.
4) Click Close to exit User Privileges and select a privilege from list.
Step 5
User Password
1) For adminstrator of Client Track within office, enter new and verify new password
    and then click Set Password (Enable Password Protection will automatically
    be checked off).
2) Click Ok to complete added user.
Note: Only administrator has rights to change user privileges. To change the password,
click Change Password to enter in new password.
Video Tutorial
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