In this topic

• Introduction
• What is an authority
• Process

Introduction

This topic describes how to add a New Authority to your account.

NOTE: You must have the Authority Administrator web role to add an Authority.

What is an authority

An authority is any user who needs to be assigned an Authority web role or who needs to be able to deal with us regarding an account.

An authority can be either an existing employee of the company or a non-employee.

Process

NOTE: This process specifically refers to adding an authority who is not an existing employee. If you need to add Authority web roles to an existing employee, please refer to the Editing an Authority help topic.

1. Go to the Administration -> People screen
2. Click the New Person button

3. Enter the authority’s details

   NOTE: Family Name, Given Name and Email Address are the only required fields on this screen, however, you should also include a Phone Number so that we can get in touch with the authority if we need to.

4. Click the Next button
5. Select the Web Roles and Contact Roles for this authority
6. Click the Next button
7. Add the Cost Centre(s) that this authority should be able to access
8. Click the Save Changes button

NOTE: The new authority will automatically recieve an email instructing them to choose a password.