Introduction: Learn how to add a new user in User Lists.
Step 1: Select the New User tool bar item
Step 2: Select User Type. There are two types of users:
- User – access limits can be set for this user type, see User Access.
- Administrator – with full access to everything in TouchStone, including all of the controls in Account Administration except for Upgrading Users and Account Settings.
Step 3: Create a username for the user. A valid e-mail address must be used for the username. The username/e-mail address will be used for password recovery and communications regarding TouchStone. If you choose a username that is already in use, you will be prompted to choose another. (NOTE: Capital letters are not allowed)
Step 4: Create a password for the user.
Step 5: Type in the user’s first name and last name as well as their address, hire date and position title. Address, hire date and position title are for your own use and have no impact on the TouchStone System.
Step 6: Click the “Create User” button.
Once the new user is created it will appear on your User List. You may create as many users as you have purchased. Each basic TouchStone account comes with five users. You may upgrade your number of users at any time. For an explanation on how to upgrade your users, see the Upgrade Users section of this manual.