1. On the right side at the top, you need to select the Gear Icon (settings)
2. Once you click on the gear, next you need to look for the option that says User Management
3. Once you are in this window, then you have 3 different options: Users, Roles and Migrate Users, however you will have to click on the one that says Users.
- In users, you can refresh the page so you can see the active users, View Logged- In Users, add a New User, check the Active Users, search for the information using the user’s name or Lan ID and edit the current information by clicking on the pen icon.
- To create a new user ID, you just need to click on New User and then fill in the Land ID, First and Last Name, Email, Password (Strong Password = 12 character minimum, 1 Cap, 1 Letter and 1 Symbol) and you have the option to turn on the toggles (Allow the user to Delete Event or any Base Date Item and Allow the user to Edit Invoiced Events).
- To check the Legacy Roles, you just need to click on the Available Roles and select the roles that you want to assign for that user, you will be able to add the role by selecting one from the left side, then click on the guillemets and this will be automatically added to the right side.
- To check the Identity Roles, you just need to click on the Available Roles and select the roles that you want to assign for that user, you will be able to add the role by selecting one from the left side, then click on the guillemets and this will be automatically added to the right side.
