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  1. Open the User Administration page in the TRUECHART Management Console.

  2. Click on Create Local New User.

  3. In the New User dialog, enter First nameLast nameUsernameEmail and desired role from the Permissions list.

  4. Click on Save to create the new user.

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An existing TRUECHART user can also be assigned KPI-CHAT permissions 

Changing existing users

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Open the User Administration page in the TRUECHART Management Console.

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  1. Hover over the user you want to change and click on edit.

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  1. Change the

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  1. users desired information or permissions.
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  2. Click on

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  1. save to apply the changes.


Changing existing user’s permissions on the user management screen: 

  1. Search or scroll to the user.
  2. Check or uncheck on a permission you would like to remove or add.
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  3. And click on save.