---
title: USER SETTINGS - Add / Edit Users
description: Also refer to User Settings - Modular Access / Permissions                  2.    Copy settings from the selected User to a new User record Edit User Settings
---

[![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) 

[User Manual](https://cs.geminilogic.com/en/migrated/manual)

- [Go to Gemini Logic](https://www.geminilogic.com/)
- [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new)
- [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)

 Spire User Manual - User Settings

- [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) 
    - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks)
    - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger)
    - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales)
    - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory)
- [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire)
- [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview)
- [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings)
- [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors)
- [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) 
    - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing)
- [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix)
- [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders)
- [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders)
- [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts)
- [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings)
- [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup)
- [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger)
- [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable)
- [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable)
- [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll)
- [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager)
- [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager)
- [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields)
- [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing)
- [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) 
    - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates)
- [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic)
- [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping)
- [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes)
- [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) 
    - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers)

[Back to home](https://cs.geminilogic.com/en/migrated/manual)

1. [User Manual](https://cs.geminilogic.com/en/migrated/manual)
2. Spire User Manual - User Settings

- [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) 
    - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks)
    - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger)
    - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales)
    - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory)
- [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire)
- [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview)
- [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings)
- [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors)
- [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) 
    - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing)
- [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix)
- [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders)
- [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders)
- [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts)
- [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings)
- [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup)
- [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger)
- [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable)
- [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable)
- [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll)
- [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager)
- [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager)
- [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields)
- [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing)
- [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) 
    - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates)
- [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic)
- [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping)
- [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes)
- [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) 
    - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers)

# USER SETTINGS - Add / Edit Users

Also refer to [User Settings - Modular Access / Permissions](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences) 

### **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-03-41-53-56-PM.png) Add New User** in one of 2 ways**: **

1. Add Manually from 1 of 2 locations:

- - Edit > **User Settings**

**                ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-06-23-22-5805-PM.png?width=136&height=242&name=image-png-May-07-2023-06-23-22-5805-PM.png)**

- - Tools >  **Server Administration**

               ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-07-2023-07-03-13-8684-PM.png?width=459&height=186&name=image-png-May-07-2023-07-03-13-8684-PM.png)

- - click ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-07-03-40-4055-PM.png) **New**

![UserSettingsUserInfo](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsUserInfo.png?width=300&height=282&name=UserSettingsUserInfo.png)

- fill in **User info** - names, initials, email and password (this can be changed any time here as well)

- check status 
    - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Active -** using one user license 
    - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png)** **Server Admin** - can access administrative functions on the Spire Server Administration (adding a new company, creating snapshots etc) as well as User Settings (de-activating Users, etc) 
    - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png)** **Company Access** - has access to the company you are currently logged into  - when this User logs on, they will only see Companies on their logon list that they have been granted this access to. Enter and **Confirm Password** (this is also used when User wants to change their password)
- ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-03-46-35-12-PM.png) **Save** the record and establish settings on the right for each section listed on the left (General, Currency, etc), as described in the following pages 

2.    ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-03-46-59-78-PM.png) **Copy** settings from the selected User to a new User record

![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-03-48-35-31-PM.png)**Edit User Settings**

- - from the User List window select user and click ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-03-49-14-60-PM.png) **Edit** / or double-click the User record to open it
    - from the User Settings window select the section you wish to access settings for and make necessary changes  
          - or - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-03-50-55-09-PM.png) in the Search field, type the keyword you are looking for ![](https://cs.geminilogic.com/hubfs/image-png-May-07-2023-09-00-14-1148-PM.png) 
                  -  select from the non-greyed modules for all access settings that contain the word you just typed (all settings not containing this word are not visible)
                  - if desired, use the navigation arrows ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-03-51-23-90-PM.png) to page through the users for the setting item displayed, in order of the User list current column sort

[![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/)

 Gemini Logic

- [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588)
- [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured)
- [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic)

- [Go to Gemini Logic](https://www.geminilogic.com/)
- [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new)
- [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)