Dec 27, 2024
8
Follow the steps below to create a new user in Web_Dash.
*Note: Make sure this is not an existing user in the list. If the site does not allow you to make a new user, the user likely exists on another sister site.
** Can global search an email to check whether or not a user exists in the system already.
- Go to Web_Dash
- Site Settings > Users
- Click on "Add New"
- Fill Out:
- First Name
- Last Name
- Password - Set up a password. Remember that this password is case-sensitive. This can be set to whatever you'd like; typically we'll use something simple like "Sokal123". The client can update their password by clicking "Forgot Password" in the main Web_Dash screen.
- Role - This needs to be set to "Client"
- Click "Create User"