Adding a new user to SiteZeus can be a simple process if you know the necessary steps and have the proper permissions. In this blog post, we will guide you through the process.
Step one is navigating to the 'Administration' section of the software. Once you are in the administration section, click on 'Users' to access the user management area. If you do not see one or both of these areas, you may not have access to this part of SiteZeus. Contact your Client Administrator user for assistance to either add a new User or change your permission levels.
In the user management area, you will see a list of existing users. To add a new user, click on the 'New' button in the top right corner of the screen. This will bring up a new user form that you will need to fill out.
In the new user form, you will need to add the new user's first name, last name, email address, and security role. The security role will identify the level of access that the new user will have within the software. If you are unsure of which role to select, check out the 'Security Matrix' under the Administration tab to help you select a role based on various system permissions. Some examples of security roles might include 'Administrator', 'Manager', 'User', or 'Viewer'.
Step 4: Click 'Create User'
Once you have added all the necessary information, click the 'Create User' button at the bottom of the form. SiteZeus will then create the new user account and send an email invitation to the user's email address.
The email invitation will include instructions on how to set up their account, including creating a password and logging in for the first time. It's important to note that the new user will not be able to access the software until they have completed the account setup process through this email.
In conclusion, adding a new user to SiteZeus is a straightforward process that involves navigating to the administration section, clicking 'New', adding the user's information and security role, and then clicking 'Create User'. By following these steps, you can quickly add new users to your SiteZeus site and provide them with the appropriate level of access to meet your organization's needs.