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HOW TO - Create a New User

Table of Contents [Hide/Show]    Step by Step Instructions    Related Videos

Step by Step Instructions¶

STEP 1: Click the Contact icon located in the toolbar

STEP 2: Click the Add button

STEP 3: Enter the user's information in the corresponding fields

STEP 4: Click Save

STEP 5: Click the Edit Attributes button located at the bottom, right-hand portion of the screen

STEP 6: Check the box located next to the User in Adjutant attribute.

STEP 7: In the Users screen, enter the information into the corresponding fields and click Save

STEP 8: Make sure to give the user the appropriate licenses in the Named User section.

STEP 9: Click the Security tab and click Edit

STEP 10: Select the processes (security rights) the user should have, or enter another user's name in the User to Copy field and click Copy (A user may have different security rights in different CIDs). As an option, you can also mimic another user's security profile.

STEP 11: Set up any other options, such as Alerts or Desktop Shortcuts.

Related Videos¶