Adding a New User in Web Portal


1. Log into the Agile Web Portal.


2. Click on the User icon.


3. Click on the Add New User icon in the lower right-hand corner. 


4. Give the new user a Username. Note: You will not be able to change the username after it is assigned. 

5. Enter the Full Name of the individual. 

6. Enter user's AKA NameEmail, Phone Number and Cell Phone Number

7. Give the new user a Temporary Password. When they log in for the first time, they will be prompted to change their password. The Password must contain at least one uppercase alphabetic character, one numeric character and one of the following special characters: !#$%&@ .  Password can be between 8 to 15 characters in length.

8. Check Require Password Change at Next Login. This will make the user create a new secure password that only they will know.

9. As the account administrator, you must assign the new user a Security Role. This will determine what level of permissions the user has within the software. 

10. Once you have entered all of the information above click on Save Changes to create your new user.

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