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Adding Users

Adding users to eConnect is done through the eConnect desktop application.

Prerequisites

  • You have Admin permissions for the eConnect Core application.
  • You know which Permission Group the user will be assigned to.

Add a User

  1. Navigate to Setup → Users → User List

Navigate to Setup → Users → User List

  1. Click the + underneath the user list to add a new user.
  2. Enter a Username and Password (both must be at least 5 characters).
  3. Any additional contact information you have for the user is optional.
  4. Click Save User

User Fields

Assign User Permissions

  1. After clicking Save, click the Edit Permissions button.

Edit Permissions

  1. Select a Permission Group to assign to the user.

Select Permission Group

  1. After selecting a Permission Group, click the arrow to move it to Assigned Permission.

Assign Permission Group arrow

  1. To remove or switch Permission Group, do the reverse of step 3.
  2. Navigate back to User List and click Save User.