How do I add a new User to an Account and License?

  1. From the EPICompliance Customer Console, navigate to the Accounts column, and then click on the User Administration tab.
  2. Click on the "+" sign found on the right upper part of your screen.
  3. Affix the information required by the Account User box.
  4. Choose from the Account-Level Credentials that you would like to assign to a User. Note that Account-Level Credentials refers to EPICompliance Account-Level Credentials permissions.
  5. When done click on the Save button.
  6. Go back to the main screen of the Customer Console once again, and navigate to Accounts>License Administration.
  7. Click on the License that you would like a User to be assigned to.
  8. On the right side of the screen, you will see the "License Users" tab, click on the User that you have just added earlier.
  9. Choose the License-Level credential that you would like to assign to the User.  Note that License-Level Credentials refers to EPICompliance License-Level Credentials permissions.
  10. Indicate the position or designation of the User in your office from the drop-down button.
  11. Assign a "Special Designation" to the User as you see fit.
  12. Once the previous steps are done, click on "Assigned" button – YES.
  13. Then click on "Action Authenticated" button.
  14. Finally, hit the "Save" button.

 

For questions or concerns, contact us via the following:

  • Chatbox/window on your Complete Compliance Suite screen.
  • Telephone: 877-560-4261
  • Email: support@epicompliance.com