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General Information ♦ Instructions ♦ Effects ♦ What's Next?


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You can create a user to add an account holder by entering personal and system-related information. For example, you can enter a user ID and email address, and assign this user to an organization. When you assign the user to an organization, you define the data he or she can access.

You can also specify a date range for account access. Doing so ensures that the user can log in only during the specified date range.

To learn about user account data fields, see User Account Data Fields.

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Instructions
Instructions
Step-by-Step

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  1. From Setup, go to Users.

  2. Click Select TaskTasks, select Create / Edit Users, and click Start.

  3. Type/Select the user information.

  4. Click Create.

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After you create a user, you can view user account information.

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titleTo view user details...
  1. From Setup, select Users.
  2. Type a user name into the search field, and click Search.
  3. Click the information icon in the Username column. 
    If this column does not display, click Manage Columns, select Username, and click Apply. 
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What's Next?
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What's Next?

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titleWhen you enter an email address for a new user...

It serves as the username. This is true even if you previously entered a different username.

You can change the username after you enter the email address, but you must do so before you click Create.

After you create an account, the system sends an email to the new user. If the email is returned, undelivered, the system displays an email delivery failure.