Creating User Accounts

Step

Action

In the Administration section of the application, click User Management.

Result:  The User List screen appears.

From the left-hand navigation, click Create User.

Result:  The Create User screen appears.

In the User Name field, type a unique identifier for the user.  The system will use this value to identify the user.

In the New Password field, type the initial password with which the user will log into the system the first time.

In the Confirm Password field, retype the password.  You must type it exactly as you did in the New Password field.

In the First Name and Last Name fields, type the user's name.

In the E-mail and Phone fields, type the appropriate contact information.

From the Time Zone drop-down list, select the appropriate time zone in which the new user works.

In the remaining fields, type the information as needed.

Note:  Be very careful about making a user an Admin!  Users with Admin rights can edit any aspect of your account within the system!

Click .

Result:  The system uses the information you provided to create the user account.  If the creation was successful, the User Profile screen appears, displaying a message indicating the success of the account creation.  If the system could not create the account, a message appears indicating the failure and the reason why.