How to Add New & Existing Users

Adding new or existing users to a database is very simple. If your role is a Super User or User Admin, take the following steps.

To add a new user:

In the System tab, select Users. On the resulting screen you’ll see a list of all the users in your database. To add one, click the Add User button at the bottom of the screen.

A window will appear and require you to enter in Name and Email information.

Note that an incorrect email address will prevent the new user from being able to access the system.

You’ll also be asked to select which account you would like to give the user access to, as well as the Role you’d like to assign them. If you work with multiple databases, you’ll see the full list of databases to choose from.

When selecting a Role, you’ll be able to view what permissions each user role carries. Some will have more access to database features and functionalities than others.

After you have completed the fields, click the Add User button. That individual will then receive a welcome email containing their account and log in information.

To add an existing user:

This is similar to the steps above, in that you would access this from the same location, under the System tab.

In the window that appears, you’ll notice two tabs: New ISP User and Existing User(s). The default will show the New ISP User option but when adding an already existing user to a database, be sure to click the Existing User(s) tab.

Select the name of the user from the menu in the top field, then select the Account you’d like to give them access to and which Role you would like them to have. Again, each role’s permissions will appear that allow you to determine which role is most appropriate.

When ready, click Add User. The individual will receive an email stating they’ve been given access to the database you chose.

Related Information:

For more details on User Roles & Permissions, click here.