I average about one new user every three days or so. There might only be one way to do this but curious if others have the same workflow or if I’m click happy.
1. Create the user in Admin > Staff ....
2. Assign security settings in File > Security Settings. I have templates I copy to the user. We are user based, not role.
3. Hard Reset password in File > Settings. This way the user is forced to change their password.
This seems pretty straight forward and I’ve done it so many times it’s mechanical but it seems some of this can be consolidated. If you create a new user you’re obviously going to assign them security settings. Why not have that on the create user/staff screen as well? I know my step #3 is extra but if we don’t force the staff to change their password they won’t do it.
Hopefully I’ve been doing this wrong for years and there’s an easier approach.