Account administration
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      1. IAMTech Knowledge Base
      2. iPlan
      3. Account administration

      Creating an account in iPlan

      Select Administration from the menu at the top of the screen. Within the administration page 
      navigate to User Accounts & Permissions and select Users & Personnel.

      1. Click on Add to open the new user interface.
      2. Fill in the required fields (*).
      3. Select any appropriate Client or Personnel Drop Down Lists checkboxes.
      4. To grant access to iPlan select the associated checkbox.
      5. Enter an appropriate Username and Password into the respective fields.
      6. Select a role from Available Roles if required and click on the Add button to confirm the role.

      Once the appropriate information has been set and entered, complete the process by clicking on the Save button.