Users - Creating New Users with Roles

When you create new users, you will need to select the type of Role they will be performing
Roles Overview

Creating New Users

Open Application Settings > Users and click Create User

1. Add the Users Name*
2. Add the Users Email Address* ^
3. Organisation Administrator - Select if the User will be granted Technical Administrator permissions in addition to their Role.
4. Make the User Active
5. Select the Users Role
6. Click Save to create the user and return to Verify, or Save & Create Another user to add more users.

• * Name & Email cannot be amended after creation. This is for auditing requirements. If the User's Name or Email needs changing because they are incorrect or the user has changed their Name; the user will need to be deactivated and a new user created.
• ^ Matcher Users' email address must EXACTLY match their PSF (IRIS Financials) Log in email address. 
  This is because their PSF Group, Location, Coding & Access Permissions are downloaded from their PSF Account.