How To Add a User - Trust Consulting Group · 2019. 8. 23. · Manage Users Trust Consulting Demo...

HOW TO ADD A NEWUSER

Here you will find a step by step guide in how Client Master Users can add new User(s)

STEP 1:

• On your Trust home page, click Manage Users under Administrative Services

STEP 2:

• This is the Manage Users page. This page allows you to view your currentactive Users, their Roles (view last slide for Role descriptions), emails, type of notifications the User receives, and the date they were added

STEP 3:

• To add a new User, click on Add a User from the top left side

STEP 4:

• Fill in the Users information and select the type of notifications they should receive. Please note that the notifications available are dependent on their User Type

STEP 5:

• The confirmation will need to be signed and the box will need to be checked in order to add the User.

FINAL STEP:

• Once you have entered in the Users information and signed the Confirmation, you will select what location(s) this User should have access to

COMPLETE:

• Once you’ve selected a location(s), you will reach the confirmation page and the User will be added to the list of active Users.

USER TYPES:

• Below are the User Types that will be assigned to Users