Add User

Add user

1. Select Users.

2. Click Add user.

3. In Create User, enter the following information:

   • First Name.

   • Last Name.

   • Email address. An invitation email is sent to this address. The user can receive an email at this address for two-factor authentication during log in.

   • Phone number. The user can receive a text message at this number for two-factor authentication during log in.

   • Role. You can select one or more roles. Each time you select a role, it is removed from the list and added to the selection box.

     If you assign multiple roles, a higher-priority role takes precedence over a lower-priority role. See Administrative role priorities

     You cannot assign a role with a higher-priority than your own. For example, if your role is Customer Admin, you cannot assign a Company Admin role.

   • Company & Customer. (Company Admin role required). This is the customer to which the user is assigned. If you are a Company Admin, then you can select a customer. If you are a Customer Admin, then the customer is automatically assigned to the same customer as your own.

   • Department. This is a departmental group to which the user is assigned. For example, you might type Retail Sales to indicate that the user belongs to your organization's retail sales department. This value is optional. Department is primarily meant for Portal users and Desktop users. Type the value on a single line. Multi-line entries are not allowed.

   • Inactivity time. The timeout value you assign to the user determines the length of time that must elapse before the user is automatically logged out due to inactivity. Type a numeric time value followed by the unit, which is one of the following: mo, w, d, h, m. Do not add a space between the number and the unit. For example, for two hours, type 2h, for 30 minutes, type 30m, and so on.

4. Click Create. The user is added.