Setting Up Users

This article will explain how you can set up new users in Clik Compliance. You will learn how to create usernames & passwords, understand privileges and select roles for the users you create.

You must have an admin account and able to create users, this will be given to the primary user during the onboarding process.

To set up a new user, first go to  ‘Staff’ > ‘Users’

Next, select ‘Create new user’ on the right-hand side.

Next, you need to fill in the details below. The password must contain a digit and an uppercase character. The red asterisk indicates the field must be filled in.

Next, you need to decide on permissions, but you may already have roles defined and can select the appropriate role for that user that will grant the permissions associated with that role. – Please see this article on ‘Understanding Roles’.

Now select ‘Roles’ and choose your role. I have selected ‘Admin’ in this case, which will give the user all privileges. Click ‘Save Role’

Next, if needed, you can select or deselect individual privileges for that user by clicking the ‘Privileges’ tab. You will at this point be prompted to save the user click ‘Yes’.

Once you’re happy, you can click ‘Save’.

That’s it a user has now been created.