Adding User Accounts

Market: Federal/State/Local, House, Senate

Description: These instructions teach users how to add new user accounts in IQ. There are 2 options to conduct this activity.

Option 1. Adding a new user that has unique settings

This option refers to adding a new user account that may have unique settings.

1.Navigate to Admin > Setup and Configuration > Users and Groups.

2. In the Users and Groups page, click Actions > New > User.

3. The General tab is the default window. Complete the fields appropriate for the user and click Save.

4. Click the Security Settings tab.

5. Click Actions > Set Module Access Profiles.

6. Select the options appropriate for the user using the information below. A Best Practice is to set modules to “Standard Access” except for the Admin Module. This module is typically set to “no profile assigned”.

7. Click Save.

Option 2: Adding new user account by copying similar user settings from an existing account

This option refers to adding a new user account (e.g., a new intern) with settings that will be copied from another existing user account (e.g., another intern account already in IQ).

1.Navigate to Admin > Setup and Configuration > Users and Groups.

2.Use Filters to search for an existing account. In this example only, the Department filter is used to search for intern accounts.

3. Select the row of the intern whose settings you will copy for the new user. Click Copy.

4. Complete the fields below associated with the new intern account.

5. Click Save.