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A role must be setup before a user can be added
SMTP settings must be setup in order send the user an email that will allow them to set their password
Process
Log into your the LogiSense Billing application
Click on the Setup menu then Users & Accounts
Click on Users
Click the
sign to add a new user
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
You will now see the new user in the Users list
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Account types, statuses and contacts need to be configured next. See the Account Configuration Examples page for links to configuration examples.