Hi, how can we help?

To add a fresh new user, follow the steps below:

1. Navigate to the Users section from the main menu.
2. Select the Add A New User submenu.

3. The Add A New User page will appear, prompting the following fields for input:

• User ID: Enter a unique user ID (220 characters). To ensure reporting accuracy, avoid reusing user accounts.
• Password: The password must be between 2 and 100 characters, containing only letters and numbers.
• Full Name: Enter the user's full name, with a minimum of 2 characters.
• User Level: Select the user level, which determines access permissions ranging from 1 to 9 (i.e., lowest to highest).
  • Level 1: Access to the agent screen.
  • Level 3 and above: Access as a closer.
  • Level 7: Report access only.
  • Level 8 and above: Admin web access; can edit users at Level 7 and below
• User Group: Assign the user to a group, controlling the accessibility of agent screen features
• Phone Login: This field auto populates with the default phone login during the agent login process.
• Phone Pass: Set a default phone pass for the agent login screen.

4. Click SUBMIT

5. Upon adding, the Modify a User Record page will be displayed, showcasing the newly added content along with additional sections for data entry, including:

• Agent Interface Options
• Admin Report Options
• Admin Interface Options
• Security Options (Enable only if necessary)
• API User Options (Enable only if necessary)
• Disable Admin and Agent Screen Options
• Level 9 Admin Options

6. Click SUBMIT