Description

Follow the below steps for adding a new user to SoftLedger. If you attempt to add a new user and receive an error, contact support@softledger.com to add more users.

• Step 1: Click +New to add new user
• Step 2: Adjust User's Location access
• Step 3: Adjust User's Roles
• Step 4: User receives Welcome Email
• Forgot you password?

Step 1: Click +New to add new user

Navigate to Admin>Users and click the +New button to add new Users to your SoftLedger system and complete the below required fields. 

Note: Phone Number is required in the event of a User requiring a reset of the MFA function due to losing or replacing their phone.

Step 2: Adjust User's Location access

Select the User's visible locations by clicking the Globe icon. When logged in, the user will only be able to see transactions from this Location and its child Locations:

Step 3: Adjust User's Roles

Update the User's Roles for which modules and actions within SoftLedger the user can perform. For full access, click the "Set Full Access Roles" button and click Submit.

To remove a role, click the X next to the assigned role on the left. To add a role, click the + next to the available role on the right. Then click submit. 

Step 4: User receives Welcome Email

Once a user has been added by the admin user with the proper Location and Roles assigned, they will receive a welcome email to SoftLedger with a link to set up their Password for access.

Forgot you password?

If you forgot your password, check out the Forgot Password knowledge base article for guidance.

If you have any questions or issues, reach out to support@softledger.com for assistance.