Create a User
Creating a user defines an account that a user can use to sign in to the system.
Before creating a new user account, verify that an account for the specific user name does not already exist. For information about existing users, see User Reports. Once created, a user account cannot be deleted. It can be made Inactive so that the account cannot be accessed, but it cannot be deleted.
If you are having performance issues on the Create User page, it may be because the page is populating the company and property fields with large sets of data. To improve performance, change the property selector threshold on the Logbook Configuration Options page.
To create a new user:
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Open the Administration Menu page.
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Under the ADMIN heading, click Create a User.
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In the User Name field, enter a login name for the user.
This is the name that the user will enter to log on to the system, for example, ajohnson.
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In the User Type field, enter the type of user account you are creating.
- Full User– A full user account is assigned to a user who can be granted full access to system features, depending upon the security rights assigned.
- Named Guest – A named guest user account is assigned to a user who should have limited access to the system, but whose actions should be associated to a particular person.
- Unnamed Guest – An unnamed guest user account creates a shared anonymous login to the system with limited access.
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In the Password field, enter a password for the user.
Passwords are case-sensitive and can be modified by the user upon login.
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In the Reenter Password field, enter the password again.
The values entered in the two password fields must match for the account to be created.
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In the Company field, select the company the user is associated with.
You must select an existing company. If an appropriate company is not in the list, you can create a new company.
Once a company is selected, the company default values are filled in for the user's address and phone number. These can be overridden, for the user without affecting the company.
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In the First Name field, enter the user's first name.
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In the Last Name field, enter the user's last name.
Actions that a user performs in the system will be identified by his first and last name. For example, if a comment is added to a work request the user's first and last name will be associated with that comment.
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Enter values for the user's address by specifying Address 1, Address 2, City, State/Province, Zip/Postal Code, and Country.
When a company is selected, the company default values are filled in for the user's address values. These values can be overridden for the user without affecting the company.
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Enter values for the user's Phone, Fax, Mobile, Assistant, and Home Phone numbers.
The phone and fax numbers are defaulted from the selected company.
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Enter email addresses in the E-Mail Address and Mobile E-Mail Address fields.
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Click OK to create the user account.
Once the initial user account has been created, you will automatically be directed to the User Security page to define the user's settings and security rights. On this page, you must give the user access to at least one property and one activity group.
You can further define the user account settings on the Edit a User page.
