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In this example we are going to create a new user and add that user to the ‘Billing’ role set up in the Role Configuration Example.

For additional details on the fields presented on this screen see the Users Screen guide.

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  1. Log into the LogiSense Billing application

  2. Click on the Setup menu then Users & Accounts

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  3. Click on Users

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  4. Click the (blue star) sign to add a new user

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  5. Fill out the fields shown below. You can call the user whatever you would like but for this example, make sure you set the ‘Role’ to ‘Billing’ to assign the proper role permissions. When you’ve filled out the fields, click the Save button

  6. You will now see the new user in the Users list

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