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User Management

Adding Individual Users

  1. To add an individual user, in the Company Management tab, select the Add New User icon on the right side of the screen.
  2. Add a New User

  3. Fill in the user’s information.
    1. You can require the user to change their password the next time they log in by checking the box next to Require user to reset password on login.
    2. You can either create a password for the user, or select Auto-generate to have FileFlex automatically generate a password for them instead.
    3. Assign them to a department by clicking the Assign button under the Department heading. If you assign a user to multiple departments, they will receive the role privileges from each department. You must add each user to at least one department.
    4. Assign them any additional providers (content sources) by clicking the Assign button under the Provider heading. You can add content sources to a user regardless of what department they belong to. Assigning additional providers is optional.
    Entering New User Info and Setting Department and Content Provider

  4. Click OK when finished to add the user.