Follow

How to Create a New User

To create a new user you must be set up as a Company Admin in WellEz.

Step 1) After logging into WellEz locate the admin tools button on the left hand side of your screen. Under admin tools click on User List. You should now see a list of the users within your WellEz account. To create a new user click on add user at the top right hand side of the screen.

Start entering the user details. Anything with an * is a required field. Username & Passwords are case sensitive and should be 8 characters long. After you have entered the appropriate details click back to User List at the top of the page to save your work and move to the next step.

Step 2) You should now see the users name and login on the screen. Click on the name to begin granting the user permissions within Wellez. You will now see a list of available roles. Check the box on the right next to the role you wish to grant to the user and click Grant. If you are unsure of which role to grant please contact support@wellez.com or your account manager for a breakdown of the permissions.  After granting the role you will see a list of available objects for the role at the bottom of your page. Select the appropriate wells, assets, location or company that the user should have access to and click Grant Role.

 

Step 3) Verify the user set up is complete by looking under the assigned role section. You should see the role & object that you granted. Click back to User List at the top of the page to save & exit.

For more details on this process you can refer to our WellEz Admin User's Guide.

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.