Difference between revisions of "Creating User Accounts"
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See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page. | See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page. | ||
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| − | + | # From the '''Quick Links''' menu, select '''Administration'''. | |
| − | + | # From the '''Administrator''' menu, select '''Users'''. | |
| − | + | # Click the ''New'' button. ''The User Settings screen displays.'' | |
| − | + | # From the drop down menu, select the user type. '''Employee''' is the recommended type for most users. | |
| − | + | # Click the '''Lookup''' button to select the corresponding contact. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''. | |
| − | + | # In the '''User Name''' field, type the user’s first initial with the last name, all lowercase. The user name must be at least 6 characters long. If first initial plus last name is too short, use first name plus last name. | |
| − | + | # In the '''New Password''' field, enter the user name as the password. | |
| − | + | # In the '''Confirm Password''' field, enter the user name again. | |
| − | + | # Use the '''Lookup''' button to select an appropriate security profile for this user. | |
| − | + | # Select the '''YES''' button to enable or activate the new user account. | |
| − | + | # Click '''Save & New''' and repeat steps 4-10 to create additional user accounts. The maximum number of users that can be enabled is based on your license agreement. | |
| − | + | # Click '''Save & Close''' when you have finished creating new user accounts. | |
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'''Best Practice:''' Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit. | '''Best Practice:''' Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit. | ||
Revision as of 15:39, 6 August 2013
TIP: Prior to creating a user account you must create a contact record for the user. See: Adding Employees as Contacts on the User Administration page.
- From the Quick Links menu, select Administration.
- From the Administrator menu, select Users.
- Click the New button. The User Settings screen displays.
- From the drop down menu, select the user type. Employee is the recommended type for most users.
- Click the Lookup button to select the corresponding contact. If the contact is not listed, you must complete the procedure above for Adding Employees as Contacts.
- In the User Name field, type the user’s first initial with the last name, all lowercase. The user name must be at least 6 characters long. If first initial plus last name is too short, use first name plus last name.
- In the New Password field, enter the user name as the password.
- In the Confirm Password field, enter the user name again.
- Use the Lookup button to select an appropriate security profile for this user.
- Select the YES button to enable or activate the new user account.
- Click Save & New and repeat steps 4-10 to create additional user accounts. The maximum number of users that can be enabled is based on your license agreement.
- Click Save & Close when you have finished creating new user accounts.
Best Practice: Any employee contact who may have leads or accounts assigned to them must be added as a user. If they are not licensed to use Commence On Demand the user may be deactivated by setting Enabled to No. Disabled users do not count toward your total user limit.