Create User Accounts

Adding a user to TOTAL
Click this video to see it in action!

Whenever you launch TOTAL, you're prompted to choose a user account with which you want to log into the program. This provides an extra layer of security for sensitive information like your digital signature and also allows you to personalize TOTAL without affecting others in your office. To create a TOTAL user account:

  1. From the User Management section of TOTAL's configuration options, click Add. You can also create a user from the Sign In screen by clicking Create a new user.
  2. Enter the user's First Name, Last Name, Time Zone, and E‑Mail.
  3. Choose a Security Question from the drop‑down menu.
  4. In the Security Answer field, type the answer to your question exactly as you will answer when prompted in the future. This allows you to reset your password if you ever forget it.
  5. In the password section, enter a strong Password, then enter the password again in the field below to Verify it.

    The password strength indicator is located at the bottom, and your password must meet Strong requirements before you can proceed. A password is considered Strong when it has a minimum of 8 characters and uses a combination of at least 3 of the following: lowercase letters, UPPERCASE letters, numbers, and/or special characters (!, ?, @, etc.). Click here for tips on creating a strong password.
  6. Click Create to save the new account.