- Click the Users tab on the left side navigation:
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- Hover over
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to show the Users menu. Select Create User.
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- Fill in the users information.
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- The Notification Email field allows users who do not have web access to receive email notifications for Alerts, Scheduled Reports, and Custom Rules. Once an email address is entered in this field, it will appear in the recipient drop-down menus for those features. Email addresses associated with web access accounts are included in those drop-down menus by default.
- If a web access user also has a Notification Email address entered in their profile, notifications will be sent to the Notification Email address rather than their web access email address.
- Select an area from the drop-down list.
- The Notification Email field allows users who do not have web access to receive email notifications for Alerts, Scheduled Reports, and Custom Rules. Once an email address is entered in this field, it will appear in the recipient drop-down menus for those features. Email addresses associated with web access accounts are included in those drop-down menus by default.
- To add a profile photo, drag a file to the Profile Image area. Then, click
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.
- To replace an existing image, drag a new image file into the Profile Image area. The new image will overwrite the current one. Images cannot be deleted once added to a profile — they can only be replaced.
- Choose the user group from the drop-down list, and then click
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. Click ![]()
to skip this step for now.
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- Fill in the credential information. See Manage Credentials for details. Click
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to skip this step for now.
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- Review the information. Use the
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button if you need to go back and change anything. If everything is correct, click ![]()
.
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to show the Users menu. Select Create User.
.
to skip this step for now.
button if you need to go back and change anything. If everything is correct, click 
.
Last modified:
27 March 2026