Creating a User

To create a user:

1. From the Organizations menu, click the organization that you want the user to have access to. The Organization Details page is displayed.

   The Organization Details Page - Settings

   

   The Organization Details Page - Sub-Organizations Section

   

   The Organization Details Page - Users Section

   

   The Organization Details Page - File Naming Conventions Section

   

2. From the Users section, click Create User. The Create a New User page is displayed.

   The Create a New User Page

   

3. Fill in the required fields, choose user Roles, enable or disable Upload Rights and Download Rights, then choose a one-time password for the user.
4. Click Save to save changes and continue editing or click Save & Return to save changes and return to the Organization Details page.
5. The user will receive an e-mail with the initial password and will be forced to change it when logging in.

See Also

• About Organizations
• About Organization Details
• Creating an Organization
• Creating a Sub-Organization
• Changing a User's Password
• Creating a File Naming Convention
• Editing a File Naming Convention
• Editing an Organization or Sub-Organization
• Deleting an Organization or Sub-Organization