Creating a New User

The following instructions provide step by step instructions on creating a new user on the BSI Connect Platform. 

Click the video icon below if you’d like to watch the video version of these instructions. 

---

Instructions

Only users who have admin rights can create/amend user accounts.

1. Log into the platform BSIConnect.app
2. Select the Administration symbol
3. From the drop down select People.
4. Select Add New.
5. Enter the Full Name of the user.
6. Enter the E-Mail of the user.
7. Enter the Access level for the user:
   • None - Use this to lock a user out of the system.
   • Standard - can create and be assigned records.  Does not have access to the administration area.
   • Admin - can create and be assigned records.  Can create and manage user accounts and locations.
   • Read Only - can only view records. Cannot create or be assigned records.  Does not have access to the administration area.
   • Super Admin (internal use only, you will not be able to select this option)
8. If the user’s manager is set up in the system, add the Manager (optional).
9. Enter the Primary Location (optional).
10. Select Activate.