Adding clients into HQ - Instructions for the AC and Instructions on the Client side

  1. Click "Management"

  2. Click "Companies/Locations"

  3. Click "Location Users"

  4. Click "ADD USER"

  5. Click the "First Name" field.

  6. Type the user's first and last name

  7. Insert the user's email address

  8. Under "Active", select the "Yes" option.

  9. Click "Select a timezone"

  10. Choose a temporary password. It can be anything, as the user will change it upon their first login to the system.

  11. Type the same password in the "Confirm Password" field.

  12. Select the correct location for the user.

  13. Click "Account Roles/Permissions"

  14. Choose the correct role and click "Add"

  15. Click "Create"

The user will now receive an email that verifies their account and has them set their password.

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Tim Johnson (2025-01-10 18:30)
Great reference/how-to guide to use when adding new users into HQ

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