Adding a User

You use the Users module to add a profile for a new user to your site. If you want to associate the user with an organization, you must create the organization profile in the Organizations module before you can associate a user profile with the profile of that organization.

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  • Your New User screen may not contain the same properties that are included in this procedure. The properties in the New User screen are controlled by the User object profile definition. If you have changed the properties in the User object profile definition, those changes will be reflected in the New User screen. For information about changing the properties of a profile definition, seeĀ Managing Profile Definitions.

To add a new user

  1. In Users, click Users.

  2. In the Users screen, click Add on the toolbar.

  3. In the New User screen, in the General information section, do the following:

    Use this To do this
    Logon name Type a logon name for the new user.
    User password Type a password for the new user.
    E-mail Type an e-mail address for the new user.
    User type Select whether the new user is a Registered or a Guest user from the drop-down list. Typically, you will only create registered users.
    User title Type a title for the new user, such as Mr. or Mrs.
    Last name Type a last name for the new user.
    First name Type a first name for the new user.
    Telephone number Type a telephone number for the new user.
    Telephone extension Type a telephone number extension for the new user.
    Fax number Type a facsimile machine telephone number for the new user.
    Fax extension Type a facsimile machine telephone number extension for the new user.
  4. In the Account Info section, do the following:

    Use this To do this
    Account status From the drop-down list, select if the user has an Active Account or an Inactive Account. The default status is Active Account. Users with inactive accounts will not be able to login on your site.
    User catalog set From the drop-down list, select the catalog set you want the user to have access to.

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    • If you want to set up the Organization ID for the user, you must create the organization first, in the Organizations module, before you can associate the user with that organization.
  5. In the Business Desk section, do the following:

    Use this To do this
    Partner service role flags From the drop-down list, select if the user is a Normal User or an Administrator. The default role flag is Normal User. Administrator users are delegated administrators, and have extended access for their organization (for example, reviewing orders and creating user profiles) in a site that supports delegated administrators.
  6. To save the new user profile and return to the Users screen, click Save and go back on the toolbar.

The new user profile is saved.

See Also

About Users

Deleting Users

Finding a User

Adding an Organization


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