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Note

When you have a new starter, it is important that you create a new account for them
Do not edit an existing account with the new user’s details

Instead, you need to make the old account inactive and then create a new account

See Add a new user and Remove an existing user sections below for more information

How to access the Negotiator and User Setup screen

1. Access system menu

From main menu:

  • Click user name/office

  • Select Configuration and click Setup Negotiators

    The Negotiator and User Setup screen is displayed, see next step

2. Negotiator and User Setup screen

  • The Negotiator and User Setup screen is displayed

  • All active and inactive users are listed on the left side, with the selected user details shown on the right

Tip

For information on how to use this screen, see sections below

Add a new user

Note

When you have a new starter, it is important that you create a new account for them
Do not edit an existing account with the new user’s details

Instead, you need to make the old account inactive and then create a new account

See Remove an existing user section below for more information

From the Negotiator and User Setup screen:

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