SYNC Office - Creating new user

Log into the office application

Go to security at the top

Click Users

Please note before doing the next few steps, ensure there is a correct role set up for the user you are creating. For more information on managing roles please visit Managing Roles Permissions In Sync

Click the + to add a new user or the pencil to edit a user

Within the user add their username which is what they will use to login and their system name.

Click reset password.

Here you can set their password or select a generic password which they can change on first login

If the user is not next to you, or you do not know the password they wish to use, you can set a generic password such as 0000 and click force change password. This means when they login for the first time they can set their own password with no-one else knowing it.

The click roles at the top.

In the roles drop down select the role the user is.

Please note for more information on managing roles please visit Managing Roles Permissions In Sync

Once the role is selected the dot at the top turns green and you can click ok at the bottom which will take you back to the list of users and the new one will be created.

If you selected change password then when the user logs in for the first time they will see the below box where they can select their own password.