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If you are creating user accounts for both training and operational sites, read the Related Information on Manage Users first.

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You can specify the dates on which the account begins to have access to the system and when the account no longer has access to the system. If you specify a date range, the user can log in only during the date range specified.

There are two methods of creating and editing users.

Option - Import a File

You can import a user file to add new users or to update or replace existing users. This process is commonly done for additions or changes that involve multiple users as described in Import and Export Data.

Option - Enter Details Directly

You can enter user details for a new user or edit the details of an existing user directly within the system.

From Setup > Users, search to find the user(s) you want to edit, or click the down arrow next to the Search button, and click show all results. Select the user(s) you want to edit. If you want to create a user, this step is unnecessary.

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Open the task list and select Create / Edit Users and click Start.

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If you are editing, select a user from the list at the left of the page. Enter or make changes to the user information and click Save. If you are creating, select Create Users. Enter the user information and click Create. 

    • To see more detailed information about the user, click Show User Details

    • To see when changes were made to a user account and who made them, click Show Audit Trail.

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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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  1. From Setup, select Users.Image Added
  2. Click Select Tasks, select Create / Edit Users, and click Start.Image Added

  3. Type/Select the user information.Image Added

  4. Click Create.Image Added

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

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  1. From Setup, select Users.Image Added
  2. Type a user name into the search field, and click Search.Image Added
  3. Click the information icon in the Username column.Image Added 
    If this column does not display, click Manage Columns, select Username, and click Apply
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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

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Related Information

  • To learn about user account data fields, see User Account Data Fields.
  • To view user account information, follow these steps:
    • From Setup > Users, search to find the user(s) you want to view or click the down arrow next to the Search button to reveal and select the Show All Results check box. 

    • Click the information icon in the Username column. If this column is not visible, click Manage Columns, select the check box for Username, and click Apply

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click Create.

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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.

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