How do I add a new company level user?

How do I add a new company level user?

Company level users are created and maintained on the User Profiles screen.

      Navigate > Configuration > Security > Security > User Profiles

Step 1: Ensure that "Company" is selected from the dropdown list and select the "+" button to add a new user profile.

      

Step 2: Complete the fields on the User Profile screen.

      

Step 3: Add the relevant security roles, companies and frequencies applicable under the Security section of the screen.

      
      
         
Thereafter, an activation email will be sent to the company level user, where they will be prompted to create their password.
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