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Page History: HOW TO - Create a New User

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Page Revision: Mon, 15 Nov 2010 09:23

Default Menu Location¶

Maintain >> Address Book >> Contact

How to Create a New User¶

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)

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