Adding a User

To add a new user:

  1. Select your name in the top right and go to Edit Users.
  2. Select Add New User.
  3. Enter the email address for the staff member you would like to add, and select Check. If the email address is already associated with a user account then you will not need to add any additional information. If not, you will be asked to enter the rest of the account information.
  4. When all user information is entered Save your changes.

User Information

The following information is entered when adding a new user:

  • Username: The user will use this to log in, so it should be unique and easy to remember. Reconnect recommends using the first initial + last name.
  • First and Last Name: Enter the name of the user.
  • Password: Passwords should never be shared between users. When creating a new account, you can use a generic password as long as the user promptly changes it to a private password.
  • Access Level: Determines the permissions granted to the user. The default options available are Administrator, Manager, Case Manager, or User. For more information about user permissions, check out the User Permissions article.

Did this answer your question?