This guide is intended for use by Managers and Administrators of the Access Capture (Readsoft Online) solution. To assist with the creation of new users within the application.
*You will need to have login details for a relevant administrator account within Access Capture to create new users. If you do not have any login details, please see the following Get support in Access Capture and reference the title of this article.
Log in to Access Capture as the relevant administrator account
Click on the blue tile Users
Click ADD
Enter the relevant user information in the required fields;
User Name - the User Name which is used to log on to Access Capture
Full Name - the Full Name of the user
Email - a valid email address is required in order for the new user to receive their invite to Access Capture
Phone - Optional
Role - Select User or Admin
**Note: Admin users cannot process Invoices. They can only manage other users
Notes - Optional
Next you need to assign certain Privileges, click on Privileges tab
Assign the relevant privileges as required
Open Buyers tab
**by default the user will be assigned access to All buyers (current and future)
Change access as required
**Currently Two-factor authentication is not used
Click Save & Close
An email will be generated to the new user with a link for them to sign in with a temporary password.