A User has access to Align and will receive login credentials from the system Administrator. A User will also be assigned a Role, along with any permissions and restrictions within the Role.
Steps to adding a User
Using the Navigation sidebar on the left.
Add a User (access to data),
Click on the Administration module on the left.
Click on Company Lists
Click on Employees
Click Create New at the top right.
Enter the First and Last name of the user you are adding.
Add the User’s email address (must be unique).
Click Create User Account at the bottom.
Click Yes in the User Account Administration pop up window.
Click the box next to “Cloud”, to give User Access to the newly created User.
Create a Password.
Confirm the Password.
Select a Role to give the User.
Click Save at the bottom right.
The User’s email and password you created will be their login credentials.