Creating Usernames for your Staff


As a System Administrator, you are able to set up your staff's Agile login information and assign them user roles to control what they are able to do with the software.

1. In Administration, click on the House icon to see all of your administrative folders.

2. Click and open the Security folder.

3. Under the Security folder, select Users.

4. Right-click and select New.

5. The User: New screen will appear.


6. Create a User Name.

NOTE: Usernames must be at least 6 characters long. (For this example we used the first initial of the user's first name and his entire last name).


7. Next, Enter their Full Name.


8. Enter their Email Address.

9. Create a Password.

NOTE: You should create a temporary password when you are setting up a new user. Make sure to have Require password change at next login checked (see image). This will force the user to create a new password that only they will know.  Passwords must be at least 8 characters long, have at least 1 uppercase alphabetic character, and contain at least 1 numeric character. The new user will be required to change their password every 90 days.


10. Once you have their user information filled out on the General tab, click on the Roles tab.

11. You will see a list of Roles to choose from. Check the appropriate Role for this user (i.e. System Administrator, Manager, Cashier, etc.).


12. You may be required to set up a Security Passphrase for this user. Security passphrases are used to help confirm this user's identity over the phone. If this user ever needs to call our support line for assistance with their credentials, our support representatives will ask them for the security passphrase on their account before proceeding with any password changes.

13. Once you have completed filling out this form, click Apply and then OK to close the screen.

14. Your staff member is now ready to log in with their new credentials.




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