NEW How to add a Single User in ZenQMS

 

Single Users may need to be added in your ZenQMS account due to hiring of a new employee(s), or if a user was not originally added to the implementation migration template during your initial implementation process.

Please follow the steps outlined below to add a single user in ZenQMS.

 

Step One: Go to ZenQMS - Dashboard 

 

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Step Two: Click on the Settings Icon

 

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Step Three: Under Account, click on the Users Tab 

 

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Step Four: Click on the blue button labeled Add New Users. Once you click on Add New Users, a slide box will appear on the right hand side of the screen. Please select Add Single User in the slide box.

 

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Step Five: Type the User's information in the fields displayed: (1) Email, (2) First Name, (3) Last Name, & (4) Personalized Message. Note: A personalized message is a message that will be displayed in the welcome email that is sent to the user with the invite into the application. Once all the required information is filled out, click on the Send Invite button.

 

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Step Six: Once the user accepts the ZenQMS invite, you can see the user listed in the application by clicking on Settings - Account - Users. Once at the Users Table, you can type in the user's name in the Name Field to see the related information for that user. 

 

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Note:

Permissions needed to complete the steps outlined above (Roles/Permissions): Account Users

For more information on Roles/Permissions: Creating & Managing Account Roles & Permissions

 

 

 

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