To create a new employee account: 

1. Navigate to the Admin module and select Employees under the “People” section.
2. Click +New
3. In the “Details” tab, complete the employee demographics.
   • First name, last name, and gender are all required fields.
4. In the “User Account” section, check the box next to Create New Account. The user account will simultaneously be created in the Security section, which is located in the “User Account” section of the Admin module.
5. Create a username and enter a password for the employee.
   • Site administrators will need to assign a password when the Employee Record is initially created. Administrators can select the Must Change Password box to allow new users to create custom passwords upon their initial login.
     
6. A “Security Role” is required to determine the level of access the employee will have to the system. Choose the appropriate role from the drop-down list or select the Is Administrator box.
   • Please note, users with the "Administrator" option will have unrestricted access to the system.
7. The “Primary Contact Information” section is not required, though an email address is suggested in order to allow the employee to reset their own password in the future.
8. Click Save.
   • Any additional changes to the record will also need to be saved.