Step 1


Log onto BirchConnect, then click onto Manage Users.  You must be set up as an Administrative contact to add and edit users. If you are not set up as an Administrative contact, you need to contact the Administrator at your company (usually the owner or person who pays the bills) and ask them to add you as a valid contact. 



Step 2


From the 'Manage Users' screen, the Administrator can click on the 'Create User' button, and fill out the appropriate fields in the box that appears. Click 'Next'.



Step 3


A 'Roles' section will appear, allowing the Administrator to select the appropriate user rights.



Step 4


Finally, the Administrator can 'Cancel' the request, go 'Back' to the previous screen, or 'Save' the setup.



From the original 'Manage Users' section, the Administrator can click on the 'Options' button next to the user to edit user content, change the password or delete the user.