User Management |
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Before you begin creating or modifying your XSite, take a few minutes to set up the users who need to access your site. Even if you're the only appraiser in your company, you need to ensure that you've got your own user account configured properly. If you work with several staff appraisers, or have assistants, this is the place to set those users up as well.
We've added the ability to have multiple user accounts - with an "administrator" account to set everything up. Your administrator account is initially the "default" login you were given at the time you ordered your XSite. Note that when you create user accounts, you can also create CertMail accounts for those users by using the appropriate options as discussed here. To create a new user for your XSite:
- Hover your cursor over the My Office button in the
toolbar. Then, click User Management in the toolbar
that appears. The User Management window appears listing all
of the user accounts you've established in the Site Users
pane on the left side of the screen. If this is the first time you've accessed
this function, you should only see your primary admin account (the one you
received when you bought your XSite).
- Click Add User to create a new user, or click the name of an existing user in the Site Users pane to modify that account.
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