Fusion DMS Add New User
The document provides step-by-step instructions for adding a new user in Fusion DMS, including navigating to the Setup menu, entering user information such as User Name, Email Address, and User Profile, granting access with a default password, and notifying the user to log in and change their password upon first login.
Fusion DMS – Adding a New User
- Navigate to Setup:
- From the main menu, go to Setup.
- Select Security > Users.
- Start the Add User Process:
- Click the Cancel button at the bottom of the screen to clear any previous entries.
- Enter User Information:
- Scroll to the top of the screen.
- Enter the User Name and Email Address.
- Select the appropriate User Profile to assign permissions.
- Grant Access:
- Scroll to the bottom of the screen and click Grant Access.
- You will be prompted to set a default password for the user.
- Notify the User:
- Provide the new user with the Fusion DMS URL.
- Instruct them to log in using their email address and the default password.
- Upon first login, they will be prompted to change their password.