Add Users

This process works best for adding a few users at a time.

If you need to upload a large number of users or create a specialty group (users may or may not currently exist in your cast system):

  • Email a spreadsheet to our Customer Support Team at support@highgroundsolutions.com.

  • We can provide a secure SFTP site for uploading your spreadsheet. Data can be automatically updated from this site.

  • Many customers schedule an automatic export and upload of data from their information system to our SFTP site.

  • If your account has Import Users capabilities, see the related article Import User Information for steps to import your own users.

Add a User One at a Time

  1. In the top navigation bar, click Users.

  2. Select Add Users.

  3. In the User Information form:

    • Select an Access Level from the User Type dropdown menu.

    • Enter First Name, Middle Name (optional), and Last Name.

    • (Optional) Enter a Unique ID.

      • May be numeric or alphanumeric.

      • Used to uniquely identify each person.

      • Recommended if you update your database via import (prevents duplicate entries).

  4. Click Create User Name to automatically generate a unique username.

  5. Password is automatically generated by the system.

    • If granting Admin rights, note the password temporarily before saving (for reference).

    • You may change the password to something easier to remember.

    • Users are encouraged to change their username and password upon login.

    • Password requirements:

      • Minimum 8 characters

      • At least 1 special character (e.g., !@$?_-)

      • At least 1 number

      • Uppercase and lowercase letters

  6. Enter any contact information (recommended: email address for password recovery).

  7. To add the user to one or more groups:

    • Select the group(s) from the Custom Group dropdown menus under Group Info.

  8. Click Save to finish.

    • Or select Add Another User, then click Save to return to the Add User form for the next entry.

Questions? Contact the High Ground Solutions Customer Support Team, support@highgroundsolutions.com.

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