When an agency profile is registered, the users of the agency should be created and granted access to the system – i.e. the users of the agency should receive the user names and the passwords for their profiles.
To grant access to the users, first create a user with the Director or Supervisor role. Users with these roles can do all the further configurations in their company profiles, including creating and managing other users' profiles.
To create a user with administrative rights,
On the Navigation bar, point to Clients, and click Agencies/Distributors. Alternatively, in case you continue the process of creating a client company profile, go to the Users tab.
Click the name of the client company for which you would like to configure the user, and click Users.
On the Users tab, click Create. The Create New User page appears:
On the Create New User page, fill in the information about the user. Among others, please pay attention to the following fields:
Role: from the Role drop-down, select the Director or Supervisor role to give the user maximum permissions. For more information on user roles, see User roles .
Log in: the unique name that is used for logging in. The same log in cannot be assigned to different users within one company. At the same time you can create users with the same log in name in case they are registered in different companies.
Password: the password should contain at least three symbols (digits and Latin letters, both upper and lowercase) without spaces.
Click Save.