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Create a new user account

In this article, we explain how to create a new user account, assign permissions, and provide limited access where required.

Written by Emma Ianson

Business Manager uses individual user accounts to control access and permissions. New users must have an account created before they can sign in and work in the system.

To create a new user account, follow these steps:

⚠️ Important: To follow the steps, you must log in as root or be a user with supervisory permissions.

  1. Click Settings, then click Security.

  2. Click New.

  3. Enter a username in the Name field.

  4. Select Supervisor if supervisory access is required.

  5. Click Change password.

  6. Enter and confirm the password, then click OK.

  7. Click OK again to create the user.

  8. When prompted to set permissions, click Yes.


Assign permissions

  1. Click Settings, then click Security.

  2. Click Current user, then click on the new user.

  3. Select the required permission checkboxes.

  4. Close Business Manager.

  5. Ask the user to sign out and sign back in for changes to apply.


Limited guest-style access

Guest accounts aren’t supported. To provide limited access, create a standard user account and assign only the minimum required permissions.

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