(Admin) How to Add a New User

The process for setting up a user in Fixus is not as simple as creating a username and password. A new user must be given a Role/s (set of permissions), assigned to an Agency and finally, be a member of a Team/s.

Points to remember:

* A User MUST belong to an Agency.

* A User CAN belong to one or more Teams and have one or more Roles.

* A Team MUST belong to an Agency.

* A User CAN belong to a Team from a different Agency.

1. From the Program menu select Administration.
2. Click on Agencies in the sub menu.
3. Click View on the Agency the user will belong to.
4. Click Staff from left side menu.
5. Click + Add staff member.
6. Select Create a user account.
7. Enter users Email address, Last Name and First Name.
8. Tick on Force Password change on first login.
9. Tick MFA Status Enabled and Enforced.
10. Select Roles the user will require.
11. Enter the Contact Methods if required (pop up window).
12. Select Teams the staff member will be part of.
13. Click Save.
14. Once created and saved a Welcome Email is automatically generated by Fixus and sent to the new user at the email address provided in the set up.

• Note: To resend a Welcome Email to the user containing their initial password and how to log in, use the User Search to find the User, then click the arrow on the View button – Send Welcome Email.