Within this document, is the process of creating a new user.
Hover over the Cogwheel icon and navigate to Users > Users.
Click the “+” icon, and enter the user's Name, then click “Save.”
Next you will be prompted to add a name for the new user.
Next, select the appropriate Profile Type for the user from the dropdown list.
Add a phone number for Two-Factor Authentication (2FA) if you would like.
Enter their email address for login purposes.
Set their initial password (Note: Users can change their passwords later).
Toggle the switch to enable or disable the user's ability to view all users on reports.
Select Save once the setup is complete.