How Do I Add Users?

See Also

Do the following to create a new user account:

  1. Select Preferences from the master drop-down list.

  2. Open the Users folder and click Details.

  3. Click Add in the Users section.

  4. Enter the following information when prompted: user name, login name, password and initials.

  5. New users are automatically assigned to the default work group. To assign a user to a different group, select a work group from the Group drop-down list to which to assign the user. The user will inherit all the privileges of the selected work group.

  6. In the Contact Details section, if this user is a Principal architect, select the Principal check box.

  7. Edit your contact information, as needed. Your work address displays by default. It displays your firm's address. Select Home from the drop-down list to enter your residential address.

  8. Enter your contact information in the Communications section.

  9. Click Add in the Projects section to assign this user to a project. You can specify the user's role and activity status.

  10. Click Save.