How to Create a New User

  1. Hover curser over "Application Configuration"
  2. Click on "users"

2. Enter New User Information

  1. Type in User Name
  2. Type in Password (default password for new accounts is #Password)
  3. Confirm Password
  4. Type in User E-Mail Address (this email will be used when a user is trying to recover their password)
  5. Type in Security Question (this question will be prompted when a user is trying to recover their password)
  6. Type in Security Answer (User must provide this answer when trying to recover their password)
  7. Click on "Create User"

General Approach for User Name: use the first part of their email for example email: [email protected]:

First Name.Last Name  - first part of the email so user name would be: Yelena.Kupeyan

Set password for new users: #Password

The Password must be 7 characters long and must contain at least one (1) non-alpha-numeric character/symbol (an exclamation point is an example of a special character)

User will be able to change this when they first log in and set-up their account

Set easy security question like: 2+2=? with answer of 4

User will be able to change this when they first log in and set-up their account

2.1. Confirmation of Successfully Created User Account

Click Continue to Create Additional User Accounts

3. Set Roles and Access

3.1. Search for User Account

  1. Enter the name associated with user account you just created.
  2. Press Sherlock icon to search

3.2. Open User Account Settings

Click on user ID to open account settings

3.3. Set Desired Roles and Access Rights

  1. Click to select next to the site to which user should have access to.
  2. Click to select next to the roles the user should have.
  3. Click Save Button to save change Changes

It is usually easier to look up another user with the desired level of access and copy his/her permissions in to the new user account