Creating a new user

HOWTO61979

Last Updated May 20, 2014

Administrators and users with the appropriate permissions can create new Process Manager users.

To create a new user

In the Process Manager portal, on the Admin tab, click Users.
In the right pane, click the Add User icon.
In the Add User dialog box, on the Main Information tab, enter all of the required information for the user. All required fields are marked with a red asterisk.

(Optional) Add additional user information on the following tabs:

Clone User	Lets you clone groups, permissions, or organizations for this user from an existing user. See Clone User tab.
Process Manager Settings	Options for setting the theme, home page, and time zone.
Email Settings	Lets you add additional email addresses for the user.
Phone Numbers	Lets you add phone numbers and other phone details for the user.
Messengers ID	Lets you add multiple instant messenger IDs for the user, and designate one messenger ID as the primary contact.
Profiles	Lets you add profile information for the user.

Click Save.
The new user is added to the All Users list.
If you have not cloned the group settings for the new user, you need to specify the groups to which this user belongs. Locate the new user you added, click the Actions symbol, and then click Manage Groups.
In the Manage User Groups dialog box, select a group that you want to add this user to and click Add.
Select the Relationship type for the user. User relationship types let you define the types of relationships that users can have to other users and to groups.
Add any additional groups that you want to give this user access to and click Close.
If you have not cloned the permissions settings for the new user, you need to specify which permissions are assigned to this user. Locate the user you added, click the Actions symbol, and then click Manage Permissions.
In the Manage User Permissions dialog box, expand the permissions categories that contain the permissions that you want to assign to this user.
Select the check box next to the permissions to assign to this user and click Save.

Imported Document ID: HOWTO61979

Legacy ID: v29931454_v66564686

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