Create new User

Each person who will access RatePoint will need a User account established for them. A User can be assigned either an Admin Role or a User Role. Their assigned Role will determine the menu options they are able to access. They must be assigned to a Company, but may be assigned to none, one, or multiple Sub Companies.

The Create new User screen allows you to create a new User account in RatePoint. After saving the new User, the Show Users screen will be displayed with the new User information. From there you will be able to create another new User, or Update or Delete the current User.

Enter the User information. After clicking

the Show Users screen will be displayed. An Admin Role User may be assigned to a Company, but not a Sub Company. The Admin User is the Admin for the entire Company.

Field	Definition
Username	Enter the User name. This is a required field.
Password	Enter a Password. This is a required field.
Enabled	Check this box to enable the User. If the User is not enabled, they will not be able to login to RatePoint.
Role	Use the drop-down list to select a Role to assign the User the proper menu options.
Company	Use the drop-down list to select the Company that the User will operate in.
Sub Companies	Optionally select one or more Sub Companies to limit the User Role level User to only certain Sub Companies within a Company. This list is not available for Admin Role level Users.

Button/Icon	Function
	Click to save the new User. The Show Users screen will be displayed with the new User.