Under the top level "Settings" main menu option, select the "Users" option, which brings up the User report. It is a good idea to click the Clear button, enter the new user's last name, and click search to verify that the user does not already exist in the system. Click the New button on the User report to add a new user to the system. The fields for the user document should hopefully be pretty self explanatory. After filling at least the fields with red labels, click the Save button to save the new user.

Once a new user is successfully saved the first time, the "child" documents below the main user fields are available. These child documents determine what the user has access to, what they can do, whether or not the user can create chart items, and if so what kind of chart items they can create. Under normal circumstances there should be one and only one Class added, and Permissions and Credentials are optional.