Add a New User

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Use the steps below to add a new user in DirectorX. Users are added from the User Manager.

Tools Required

• User account with the following Roles Manager permissions (Privileges): Assign Role and View Role.
• User account with the following User Manager permissions (Privileges): Add User and Assign any Group.

Steps

1. Log In to DirectorX.
2. Select Admin>User Manager. The User Manager panel opens.

1. Select Add New. The Add New User dialog opens.

1. In First Name, enter the user's given name.
2. In Last Name, enter the user's surname.
3. In Email Address, enter the user's email address.
4. In Select Role(s) for this user, select only one role to which the new user has permission to perform. Important: Add a new user role if none of the existing roles have all the permissions (privileges) the user will require.
5. In Select Group(s) for this user, select each group (location) the new user has permission to access.
6. Select Save. DirectorX will email that new user a link, valid for 24 hours, and a client code to activate the user account's access by creating a password. Note: The password must contain one uppercase character, one number, and one special character.

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