Note: Users will require specific permissions to use this functionality.
TABLE OF CONTENTS
Create a new user
To create a new user:
Go to System Customisation > User Account Management
You'll see a list of all users of your Equinox system
To add a new user, click the Add user button on the top right of the screen
This takes you to the User Add screen
Note: You'll see a message in a red box at the top of the screen warning you that creating a new user account may lead to an increase in your licensing cost depending on your license agreement.
Set the type of account. You can choose from:
Normal user
Consultant
Read Only Screenshot
In the User Levels field, you can set the permissions for this user account
Fill in the remainder of the user's information as required.
Note: All fields marked with a red * are mandatory.If you want to send a welcome email to the user, tick the Send welcome email box.
If you want to include the user's password in this welcome email, tick the Include password in welcome email box.
Note: If you don't tick this box, you'll need to give your user their password separately.Click the Create button to create the new user.
Duplicate email address protection
If the email you've entered for a new user account is already associated with an existing Equinox account/client access account, Equinox will show you a warning box saying Duplicate email detected. You then won't be able to create a duplicate account using that email.
