Create User Accounts


From WinTOTAL’s user manager, you can create and edit a list of user accounts that can access WinTOTAL.  If you have more than one person who uses WinTOTAL on your computer or network, you should create an account for each user so that you can keep everyone’s settings, signatures, and QuickLists separate. To add a user account or edit an existing account…

  1. From WinTOTAL’s user manager, click Add to create a new user or select an existing user from the Available list and click Edit to open the profile for editing.

  2. Type a name for the user profile into the WinTOTAL Username box.
  3. If you need to associate your WinTOTAL account with an account on your XSite, click Change My XSite Login Info in the upper right corner and enter your username and password.
  4. Be sure to set up your signature and seal.
  5. When finished, click OK to save your account.

Once your user information screen is complete, click to save this user profile. Then, repeat this process to create profiles for all of the WinTOTAL users in your office. Later, if you need to delete any user profile, select it in the Available box and click Remove.

  Note:  If you need further assistance with this process or if you need some help creating your digital signature file, see Tech Doc 5056 on digital signature setup and creation.