People - system users

This section can be found under Features - People. Here you can add people which will allow people to login to the system. You can change their access control type. For example, a simple user or an administrator.

To add a new user/person click new on the right-hand side.

Complete all the boxes as required.

There are some boxes that you must complete before you can save the new person.

This will be used as the login name to the portal and must be totally unique. Setting a simple name like John will not be allowed as there could be a John on the system already. We recommend that you use the person's email address as this will more likely be unique.

This must also be completed as it is used for password recovery, as well as voicemail to email if the user/person is set as a mailbox owner.

Finally, the password must match and contain at least 10 characters. This can be alphanumeric and any of the special characters.

Security

To try and eliminate fraud and people logging in when they shouldn't.

We have 2 security methods that can be used.

1,  

This will send the user who is logging in with their password an email with a OTP (one time password). Once this 6 digit pin is entered the system and your computer will remember who you are and will not require you to login again using the OTP authentication until you have logged out again.

2,

This will only allow this user to log in from listed IP addresses. This isn't so good as people may be logging in using their mobile phones and this will use multiple IP addresses from the mobile network pool of IP addresses.  Probably only useful if you know for sure that the user login will only be dedicated at a single IP address.