Add a user account

Updated 2 months ago by Arianne G.

  1. Under Tools, select the Users/Devices tab.
  2. In the Users table, click . A dialog box appears.
  3. Enter the user's Xactware ID or email address. 
  4. If the person does not have an Xactware ID, enter their email address. They will receive an email with instructions for setting up an Xactware ID.
  5. Select the permissions for the user.
  6. Click .
The user needs to log in to finish setting up the account. Mobile users need to register their device the first time they log in.

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