Add new User to Insol6 Insolvency

Additional Licences

Note

You will require enough user licences to add a user and System Administrator permissions.

If you require additional licences please forward a request to our helpdesk via the Support button in the application or emailing [e-mail].

Adding Users

To add a new user:

1. Click on + New > "User" from the main toolbar.
   
   The system will warn you if you do not have enough licences when you try to add a new one.
   
   
2. Complete the User card
   
   See the example below. You must complete the user's "Windows Login" for a user to be able to access the software. Click here to find out how to determine the users windows login
   
   
   The AFSA Pract No refers to a user's registered trustee number.

Note: If this step is not completed correctly, then the user will be asked to enter a user name and password:

3.  Click the save button on the top toolbar



The user record is saved.

Adding the user to a workteams

A convenient and manageable way to manage user access permissions is by using Workteams.

By adding a user into a role (with appropriate permissions) within a Workteams, you can give a user access to all jobs that the Workteam is assigned to.

To add a user to a Workteam:

1. From the Main Menu select Manage Static Data > "Job Security Teams"
   

   Note

   You need the correct permissions to access this area. 
   
   
2. Select the workteam
   
   
3. Click "Add user"
   
   
4. Select the User.
   
   
5. Select the role(s) for the user
   
   
6. Click "Save and Exit".
   
   

   Upon logging in, the user may now access all jobs this workteam is assigned to.