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Create a new user

If you need to create a new user in Procure Wizard, you can do this within a few simple steps.

Written by alexandru sava

If a new user is required, the following steps will guide you through the process.

πŸ“ŒNotes:

  • You need to have access to the Organisation Administration area. If you don't, please contact your head office or super user to set this up for you.

  • If you have already migrated to Access Workspace, you will need to create the user in Access Evo.

  1. Click the Admin cogs image.png icon.

  2. Click Organisation Administration, then click Users.

  3. Click Add User.

  4. Enter the following mandatory details:

    • First name.

    • Surname.

    • Email.

    • Username (best practice is to use the email address).

  5. Select the check box Is Active.

  6. The user must be attached to a site and role to be able to login, navigate to the attach user to site section and select the site and role using the lists provided.

  7. Click Create to complete.

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