Creating Users [Article 01-0108]

1. Log In to your account
2. Tap the Admin tab in the main header bar and select ‘Account Management’
3. You come directly to the ‘Licences and Payment’ page
4. Tap the '+' button at the top left hand corner of the Licences and Payment table
5. Fill in the details at the 'Create a new user for your account' screen - this is where you set a password for the new user
6. Tap 'Create User'
7. Tap 'OK' at the 'Success - User Created' screen: there is a link here to set the new user's roles - the default is that they have only the basic ‘user’ role to start with
8. The user appears in the Licences and Payment table in a dark grey row: none of their radio buttons is checked, indicating that they have no licences yet

1. Select the CertSuite licence for the user in question by checking the relevant radio button
2. You can choose any one from CertSuite Installation, PAT, or Asset (they are priced differently)
3. But you cannot choose two - say Installation and PAT, or Installation and Asset
4. If you want more than one licence - select 'CertSuite All': you get all three products bundled together at a really competitive price - that's Installation + PAT + Asset together
5. And you can upgrade to 'CertSuite All' from Installation, PAT or Asset at any time
6. Once you have made your selection confirm by tapping 'Add to shopping cart' at the 'Apply Licence' box
7. The row colour of the new user changes from dark grey to white/light grey, indicating that they now have an active licence
8. At this point either tap 'Confirm these Changes' to save them, or 'Undo Changes' to start again.

1. If you are in the one-month Free Trial there is no charge for new licences, but the licence cost is still added to the blue 'Checkout' box (top right) and must be paid if you continue using CertSuite after the Free Trial ends
2. If you are outside the Free Trial you must either have spare licences to assign to new users, or else buy additional licences through the Checkout box

1. Click the 'Confirm these changes' box at any time to save your selections
2. Or click the grey 'Undo changes' box if you change your mind

[Article 01-0108-06]