Create new User

Users can be created in a Wiseback account other than Admin. Editor and Viewer authorization can be given to the users with the form basis.

Under the My Business tab, select Users and Roles from the Users menu.

A new user can be created by clicking the Create button. E-mail and Name information is required for the user.

Select the form(s) that the user is authorized and move them to the Allowed Forms field.

When you click the Create User button, an e-mail is sent to the user. User can create the account password by clicking on the link in the e-mail. Then user can login to the system.

Note: The maximum number of users varies depending on the subscribed package.