Creating Users

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Create a new user.

Procedure

1.Click the Users link on the navigation bar.

2.Click Add new user.

3.Enter the details of the new user.

First name, Last name, Account name and Email are required fields. The Job title, Department, Reports to and Description fields are optional. This optional information is displayed as a tool-tip when assigning stakeholders to work flows.  It's particularly useful in differentiating between users with similar names.

4.Select the user type from the following:

Administrators can access all areas and perform administrative tasks.

Authors can create, manage and contribute to the continuous improvement of process content.

Contributor allows the user to contribute to the continuous improvement of process content.

Unassigned users have no rights or access in either the Author Client or the Web Server.

5.Click Create user.