Create a New User

When you create new users, you can select various user options based on the requirements of your business.

To create a new user:

  1. In User Administration, click Users in the left navigation.
    You see a list of all the available users.
  2. Click Create New and select Create New User.
     
  3. In the Account dialog box, enter the new User ID and Full Name and select the appropriate user options. Click Next.
  4. In the Authentication dialog box, select the appropriate user options. Click Next.
  5. In the Functional Access dialog box, click the tabs to select the appropriate Account Type, Application Role, Centers, and Roles user options.
  6. If you are creating an advanced user, you can assign a user administration role to this user. In the Account Type tab, click Advanced User and click Add Role create a new user administration role.
  7. Once the new user administration role is created, click View Role Details to review or click the drop down to select another user administration role. Click Next.
  8. In the Data Access dialog box, click the Business Group drop down and select the appropriate business group user option.
  9. Click Save to save the new user or click Back to view previous dialog boxes. Under Users, you see the details for the new user you created. The user can now access the system.
  10. If needed, refresh, print, or export the information displayed in the workspace.

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