In order for each staff member to access the Advologix application, you must enter the staff member as an Advologix user.
Navigate to Setup

In Advologix, click Your Name | Setup
Choose Setup in the Navigator

In AdministrationSetup
Click Manange Users
Then click Users
Add A New User

Choose New User
Add Required and Optional Information (Part 1)

- Provide the user's first and last names.
- The Alias (Short name to identify user on list pages, reports, and other pages where the entire name does not fit) will auto-populate the first letter of first name and first 4 letters of last name.
- This can be changed to a custom Alias if desired -- Up to eight characters are allowed in this field.
- Provide the user's email address.
- Provide the user's login username.
- The Community Nickname will auto-populate.
- Enter any data relevant to your organization in the Optional fields.
Add Required and Optional Information (Part 2)

- Select a Role
- Select a Profile .
- If this user will have access to the mobile application, check "Mobile User".
- Optionally, enter phone, fax, mobile and other non-required fields.
Add Additional Optional Information

- Optionally, enter Mailing Address information for the user.
- Optionally, enter Additional Information for the user.
- Optionally, enter Local Settings information for the user.
Approver Settings

Set preference for receiving approval request emails (For more information See Force.com's Change your Approval user Settings).
Salesforce.com Newsletter Settings & Generate Password w/ Notification

- Optionally choose to have the user Receive the salesforce.com newsletter or Receive the salesforce.com administrator newsletter.
- (Opt in to receive user-targeted or administrator-targeted promotional emails from salesforce.com. This field is not available if your organization has disabled your choice to receive emails from salesforce.com.)
- Check Generate new password and notify user immediately so that your new user will receive an email with their login information.
- Click Save to Finish and go elsewhere in the AdvologixPM application OR Save & New to Finish to create another Staff (User) record.