Creating a User Account

Alex Craib

This guide provides a walkthrough on creating a new user account in the APX platform.

1. From within the APX Admin Portal, select the Accounts tab.

2. Select Create Account. A pop-up will be presented.

3. Enter an email or phone number to be used as the Account ID.

4. Enter an Account Name

5. Optional - Enter an Employee ID. This is used as an identifier within certain modules.

6. Let APX auto-generate a password, or deselect "Auto-Generate" and create the user account password.

7. Use the checkboxes to select which roles the new user account should have for each available module.

8. Select Create to create the new user account.

9. The new user account has been created, and the credentials can be sent to the new user. Select Dismiss to close the confirmation pop-up.