How do I Add a RecDesk Administrative User?

  Overview

In this article you will learn how to add Users for the Admin side of RecDesk (aka RecDesk Director) 

  Before You Start

You will need a RecDesk User Role of Director to add or update Users

 Click Admin then Add New User. 

Adding an Administrative RecDesk User

1. Enter User's First Name and Last Name;
2. Enter User's Date of Birth (mm/dd/yyyy); if unknown, use 01/01/1900
3. Select a Role from the drop down. See list of User Roles here: What can each RecDesk Director User Role do?
4. Enter a Login ID (not case-sensitive);
5. Enter Login Password and Repeat Password (case-sensitive) - must be at least 7 characters and include two of the following:
   • Must contain both uppercase and lowercase letters
   • Must contain numbers and letters
   • Must contain at least one special character (!, @, #, $, %, ^, &, *, ?)
6. Enter Address (this can be office address);
7. Enter Home Phone (other phones are optional);
8. Enter Email Address;
9. Click Save.

  Tips:

Be sure you always have at least one User with a Director role