The Create User page allows you to create a new CLEARVIEW user for your organization and may be reached through:

TO CREATE A NEW CLEARVIEW USER:

  1. Go to the Create User page.

  2. Enter a Username (the username needs to be unique across all CLEARVIEW users, and you will be prompted to change it if it already exists).

  3. Enter the Last Name, First Name and Email Address of the user.

  4. Select the type of Email Notifications they'd like to receive (if any).

  5. Select their preferred Language from the drop-down list.

  6. If a Security Template already exists for the kind of access you'd like the user to have, select it from the drop-down list.

  7. In Accessible Stores, if you don't want the user to have access to all your organization's stores:

    1. Remove the checkmark from the box next to All Stores.

    2. Select the stores that you want them to have access to.

      Press and hold down the Ctrl or ⌘ key on your keyboard to select multiple options from the list box.

  8. By default, Billing Authorized? will be set to No. It can only be updated by another billing authorized user. The field will be disabled to all other users.

  9. Click on the Create button.

  10. Click OK in the pop-up box that indicates that the user was successfully created.

  11. If you didn't select a Security Template at step 6, select the access levels for each function that you would like the user to have.

    • Function Not Available - the page won't be visible to the user.

    • Display Only - the user can only see the contents of the page but cannot enter any data nor make any changes.

    • Update - the user can see the contents and update existing information, but cannot add new data.

    • Full Access - the user can see the contents, add and make changes to it.

    • Full Access + Override - the user can see the contents, add and make changes to it, and modify locked content as well.

    • Custom - available only in the Settings tab, this option allows you to set the access level for each individual setting that was grouped under the function heading.

  12. Click on the circle in the Home Page column of the function that you'd like to set as the home page for the user.

  13. Click on the Update button.

  14. Click on the OK button in the confirmation pop-up box.

If you'd like to create a user with similar settings to an existing user, see Copy User for a quicker way to create the user (especially if you don't use Security Templates).