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Create a new user

You can add new users to Access Capture and assign their roles and access privileges.

⚠️ Important: You need administrator login details for Access Capture to complete these steps. If you do not have these, see Get support in Access Capture and quote 'Create a new user'.

  1. Log in to Access Capture as the relevant administrator account.

  2. Click Users.

  3. Click ADD.

  4. Enter the relevant user information in the required fields:

    • User Name — the username used to log in to Access Capture.

    • Full Name — the full name of the user.

    • Email — a valid email address, required to send the user their invitation.

    • Phone — optional.

    • Role — select User or Admin.

      • 📌 **Note:** Admin users cannot process invoices. They can only manage other users.

    • Notes — optional.

  5. Click the Privileges tab and assign the relevant user privileges.

  6. Open the Buyers tab.

    • By default, the user will be assigned access to All buyers (current and future).

  7. Change access as required.

    • Currently, Two-factor authentication is not used.

  8. Click Save and Close.

An email will be sent to the new user with a link for them to sign in with a temporary password.

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