Creating and Editing Users

You can create a new user and enter contact information for the user and define their access rights in the system. When you edit a user you can edit the user's contact information, reset the user's password, deactivate (or activate) the user, edit the reports the user has access to, and view notifications sent to the user from the system. If the user is inactive in the system (they have been deactivated) some of the steps below cannot be performed until the user is reactivated.

Required Role: User ManagerA user role that allows the user to create and manage users, including assigning user roles to users. Search this file for the "user role definitions" topic for more information.

To create a new user, on the Administration menu, select Users, and click Create User. The Create User page appears.

Or, to edit a user, on the Administration menu, select Users, and click Manage Users. Then, when the Users list page appears, click on the User Name of the user you want to edit. The Edit User page appears and the Details tab is shown by default.
In the Contact Information area, enter or edit the contact information for the user. The address fields are automatically populated with the selected company's address but you can change or update the address as needed.
In the Login Information area, enter or edit the login information for the user. If you are editing an existing user you cannot change the User Name.
- From the User's Locale list, select the default locale for the user. The system uses this selection to determine what content to display to the user when multiple versions are available. For example, the Customer Service pages are localized for several languages. A user with locale of Japanese sees only Japanese versions of these pages, while English users see English versions of the pages.
- In the Start Date and End Date fields you can define when the user should be active in the system. If you specify an end date (end dates are not required) the user's access to the company and site are terminated on that date.
- If you are editing an existing user, to reset the user's password, click Expire Password. The user's current password is expired and the next time they log on they will have to enter a new password. The new password can be the same as the old password, that is, passwords can be reused.

Note: To deactivate or reactivate the user, click Deactivate User or Activate User in the taskbar. Deactivated users cannot log on to the system. See Deactivating and Activating Users for more information.

In the Access Information area, select the company (or companies, if applicable) and site(s) the user should have access to. Then, select the role the user should have in each. The company and site roles you select determine what parts of the Command Console the user can see and use. For more information about what each role controls, see User Role Definitions.

Note: Users with the User ManagerA user role that allows the user to create and manage users, including assigning user roles to users. Search this file for the "user role definitions" topic for more information. role are only able to assign the roles they themselves have been assigned to when creating or editing other users within the same company. This means that your User Manager should have all the roles that will ever need to be assigned to additional users created for your company.

If you are editing an existing user, you can click the Notifications tab to view the system notifications sent to the user. See Viewing and Resending Notifications for more information about notifications.
When you are done and ready to create the user, click Save. The page refreshes and you are returned to the main Users list page where you can see the user you just created in the list.