Create new users

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

Users are internal employees of your organization, or external customers and vendors, who require access to the system to perform their jobs. System administrators can complete this procedure to add users to the system. The demo data company used to create this procedure is USMF.

Add a new user

  1. Go to System administration > Users > Users.
  2. Click New.
  3. In the User ID field, type a value.
    • Enter a unique identifier for the user. A user ID is required.
  4. In the User name field, type a value.
    • Enter the user's name.
  5. In the Domain field, type a value.
    • Enter the user's domain.
  6. In the Alias field, type a value.
    • Enter the user's alias.
  7. In the Company field, click the drop-down button to open the lookup.
  8. In the list, find and select the desired record.
  9. In the list, click the link in the selected row.
    • Select the user's company
  10. Click Assign roles.
  11. In the list, find and select the desired record.
  12. Click OK.
  13. Click Save.

Import users

  1. Click Import users.
  2. In the list, mark the selected row.
  3. Click Import users.
  4. Click Close.