This tutorial will demonstrate how to create a new user within an existing Vision(X) organization + site context.
Identifying Your Vision(X) Organization and Location Site
Your current location is always visible in the upper-right portion of your screen. Click the search fields to select a context (organization + location) as needed to change between contexts. A new Vision(X) user can be created for any site in your VX organization from any site location:
Settings and User Management
Proceed to the Settings tab and select the Setup menus list. Select User Management, then click "New User":
Create New Users Menu
The Create New Users and Staff menu will appear. Enter values into all required fields (marked by blue asterisk), and proceed:
Assign Location & Roles
Select the from your list of Vision(X) organizations. Once an org box is checked, the sites within that organization will also appear, letting you select which site/sites the new user will have access to. Assign the correct location(s) to the new user, then the drop-down "Roles" menu will populate with options. Select the role(s) that you would like the new profile to have, then click "Save":
Success!
You will receive a confirmation message that the new user profile has been added to your Vision(X) organization and site(s):
