Goal

​To create a system user. You can also create a manager.

Prerequisites

You must be assigned user management permission.

Procedure

  1. In the ​Top Navigation​, click  > Settings .
    ⇒ The ​Account​ window opens.
  2. Click ​User Management​.
    ⇒ The ​User Management​ window opens.
  3. Click the ​Create User​ button.
    ⇒ The ​Create System User​ window appears.
  4. Complete the input fields and select options from the drop-down lists as indicated in the table.

    Input Field

    Action

    ​Groups​

    From the drop-down list, select the group that you want to assign the system user. The user group determines the scope of work the system user is permitted to perform.

    ​First Name​

    Enter the first name of the system user.

    ​Last Name​

    Enter the last name of the system user.

    ​Email Address​

    Enter the email address of the system user.

    ​Send Password To​

    Enter the email address where the password for this system user is sent.

    ​Permissions​

    Select the ​User Management​ check box to enable this system user to view, edit, and delete other system users.

  5. Click the ​Create User​ button to create the system user based on your entries.
    ⇒ The ​User Management​ window appears. The newly created system user is displayed in the list of system users under ​Approved Users​.