Creating User Accounts

1

From the Enterprise menu option, select Enterprise Management.

Result:  The system takes you to the Enterprise Management screen.

2

Click the Enterprise ID for the Enterprise for which you want to create user(s).

Result:  The Modify Enterprise Details screen appears.

3

From the Functions section on the left-hand side of the screen, click Create User.

Result:  The system takes you to the Create Users screen.

4

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

5

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

6

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

7

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

8

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

9

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

10

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!

11

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.