Creating users

SameDay Courier online users can be created individually or in bulk.

Once an individual is assigned to a group, the group determines the individual's role and permissions. So administrators are a special type of user who have admin privileges because they are assigned to an admin group.

Individuals who have a SameDay ID but who are not in a group (or have been removed from a group) are available for assignment to any user/admin group.

Before you start

1.	You must be logged in as an administrator.

2.	If you need to create users in bulk create a .CSV file (the header row is ignored on import).

Actions

1.	Select ADMIN > LogIn Management > Add A New User

2.	If appropriate, choose the group to which the user(s) will belong from the User Group Name dropdown list.

It is not essential to assign a user to a group at this stage.

3.	To create users in bulk using a prepared .CSV file, click Upload User List, find the .CSV file and click Open.

To create one user at a time, go to the New User Details panel and fill in all the mandatory fields.

4.	When you have completed setting up the user, click one of the following:

Save (save and stay on the same page) / Save & Close (save and leave the page) / Close (cancel the changes).

The newly assigned user receives a welcome email containing a login ID and password.

When they log in for the first time, new users have to register with the system and create a password of their own.