Leads are allowed to login and manage aspects of the QMS Accreditation Manager based on permissions, or Role, that is assigned to the lead.


Create A Lead

  1. Select Settings and click on Leads
  2. Choose +Add New Record
  3. In the resulting window, enter all of the necessary information for the user.  An e-mail address is required to login.  When createing a new Lead, if you select "Global Admin", the created Lead will have full permissions to all aspects of QMS Navigator.
  4. When the lead is created, a randomly generated password will be created.


Notes: 

  • If you don't see the Settings option, you may not have the necessary permissions to manage QMS Navigator.

  • Check with your IT administrator who can either make a user for you or enable those permissions for you.

  • The username and password currently does not automatically get sent to the new user.  You need to communicate this information for first login.