Adding a user profile

Who can do this task? Organization Administrators and System Administrators

To add a new user:

1. View the user list.

2. On the User Administration page, click the Add a User link. The New User page appears:

   

   

   

3. Add the following Account Information:

Note: The Status field is a system-assigned field for the user status which cannot be changed.

User ID:

Password:

Confirm PW:

User Type:

Security Question:

Security Answer:

4. Add the following User Information:

Prefix (Not Required):

First Name:

Middle Initial (Not Required):

Last Name:

Suffix (Not Required):

Phone:

Company (Not Required):

Address (First Field Required; Second Field Not Required):

City:

State:

Zip Code:

County:

5. Add the following Organization Information:

Organization:

6. Add the Contact Information.

7. Add the Role Information.

8. Do one of the following:

• Click Save to save the new user profile. The Successfully Saved Record page appears. Click Delete to delete the user profile, click Edit to edit the user profile, or click Close to return to the User Administration page.

• Click Cancel to discard the new user profile. A confirmation dialog box appears with the following message:

"Cancelling will ignore all changes made during this editing session. Do you still wish to Cancel? (OK=Yes, Cancel=No)"

Click OK to cancel changes to the user profile and return to the User Administration page, or click Cancel to remain on the New User page.