Adding a User in CCLIX

🟢 Audience: Training

Quick Summary:

“Create new users for CCLIX, DTAX, POSTS R, and other programs through CCLIX, then assign permissions manually or by copying another user’s access.”

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Steps:

1. Access User Management:

   • Open CCLIX.

   • Go to Utilities → Billing.

1. Create a New User:

   • On the Billing screen, click Create New User.

• Fill in all required fields (highlighted in the interface).

• Click Create User.

1. Verify User Creation:

   • Check that the new user appears in the table below the entry section.

1. Set Permissions:

   • Navigate to the Permissions tab under Security Manager.

• Choose one of two methods:

  • Manual: Select permissions individually.

  • Copy: Use Grant By User, select an existing user, and click Copy Permissions.

1. Confirm Changes:

   • When prompted, select Yes to save permissions.

2. Test Login:

   • Verify that the new user can log in and access programs as intended.

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📝 Tips:

• Use Copy Permissions for quicker setup when roles match.

• Double-check access levels, especially if the new user works across multiple programs (CCLIX, DTAX, POSTS R).