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Create new user

Carol Schenn -

The simplest way to create a new user is to copy an existing user with the same, or similar, interaction with Synergist. Alternatively you can create a new user from scratch in the same area as outlined below.

To navigate your way to the user table you need to access the Tools & settings section in the top right and select File maintenance:

FileMaintenance.jpg

From here you can access the user table:

UserTable.jpg

Once you are here you will see all your active users and you can decide which user to copy. Tick the box of the desired user, then via the action button select Copy:

Copy.jpg

Note: If you do not wish to copy an existing user but create a new user from scratch, simply select 'new' instead.

You will then be promoted to enter the unique details of your new user:

CopyUser.jpg

The new user record will then open where you can set the password and enter any other details, such as email address:

SetPassword.jpg

If your new user is to enter either timesheets and/or expenses then you will need to go to the setup tab, select the appropriate company and add expense account (for expenses) and/or staff record (for timesheets):

SetupTab.jpg

AddStaff.jpg

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