How Do I Set Up a New User in History Link?

How to Set Up a New User in History Link

History Link administrators can create new user accounts and assign the appropriate security permissions to provide access to the system.

To watch a step-by-step walkthrough, view the training video below:

🎥 Video Tutorial:
Setup History Link User

Before You Begin

Before creating a new user, gather the following information:

• User's first and last name
• Username
• Email address
• Required access level and security permissions

Note: Only users with administrative privileges can create or modify user accounts.

Create a New User

1. Log in to History Link using an administrator account.
2. Navigate to the Administration or User Management area.
3. Select Add New User.
4. Enter the user's information, including:
   • Username
   • First Name
   • Last Name
   • Email Address
5. Assign the appropriate security role(s) and permissions.
6. Save the new user account.

Assign Security Roles and Permissions

When creating a new account, be sure to assign the appropriate access based on the user's responsibilities.

Examples may include:

• Standard User Access
• Inquiry/View Only Access
• Administrator Access
• Department-Specific Access

Grant only the permissions necessary for the user to perform their job functions.

User Login Information

Once the account has been created:

1. Verify that the user's email address has been entered correctly.
2. An automated email will be sent from no-reply@resnav.com prompting the user to create their password.
3. The user should open the email and follow the instructions to set up their password.
4. After creating their password, the user can log in using their assigned username and newly created password.

Note: If the user does not receive the account setup email:

• Confirm the email address on the user account is correct.
• Verify the user account is active.
• Check Spam, Junk, Clutter, or Quarantine folders.
• Ask your IT department to allow emails from no-reply@resnav.com.
• Contact support@resnav.com for assistance.

For additional assistance, see:

Video Tutorial

For a complete walkthrough of the process, watch the video below:

🎥 How to setup new user in ResNavHistory Link

Need Additional Help?

If you need assistance creating users or assigning permissions, please contact the ResNav Support Team at support@resnav.com. Our team will be happy to assist.