Adding New Users - Revision history

J.collier: J.collier moved page Updating your Company Profile/Adding Users to Adding New Users

2012-10-11T17:45:13Z

J.collier moved page Updating your Company Profile/Adding Users to Adding New Users

J.collier at 17:44, 11 October 2012

2012-10-11T17:44:19Z

J.collier at 17:43, 11 October 2012

2012-10-11T17:43:46Z

Technowrites at 09:38, 17 September 2012

2012-09-17T09:38:44Z

Technowrites: Created page with "Select from the sidebar on the left side of the Home Page. This will bring you to which allows you to manage users . TIP: Be sure to let your on-boarding specialist kn..."

2012-09-17T09:37:31Z

Created page with "Select from the sidebar on the left side of the Home Page. This will bring you to which allows you to manage users . TIP: Be sure to let your on-boarding specialist kn..."

New page

Select from the sidebar on the left side of the Home Page. This will bring you to which allows you to manage users .

TIP: Be sure to let your on-boarding specialist know if you have employees who will login to Commence internationally (outside the USA) or from various regions of the country. Please take a moment to confirm the Server Settings are appropriate for your company before adding each user.Adding Users is as easy as clicking the “New” button• Select the desired type of user from the Type drop down. For example:
::o Employee is the recommended type for most users.
::o Administrators will have access to the “Administration” module. They can also view any record in the database.
::o Customers will have limited access to the database via the Customer Portal.• Next, select the corresponding contact by clicking the “Lookup” button to fill in the User Name. If the contact is not listed, open your Company profile in the Accounts tab and add the missing contact.
::o Best Practices: 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” (see below for more info). “Disabled” users do not count toward your total user limit.• Type a New Password and re-enter this in the Confirm Password box.
• Use the Lookup button to select an appropriate Security Profile for this user, such as “Full Access”.
• Select the YES button to enable or activate the new user. The maximum number of users that can be enabled is based on your license agreement.
• Click Save & New to add additional users or Save & Close if you are finished adding new users.

← Older revision		Revision as of 17:44, 11 October 2012
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−	1.From the '''Quick Links''' menu, select '''Administration'''.	+	1. From the '''Quick Links''' menu, select '''Administration'''.

	2. From the '''Administrator''' menu, select '''Users'''.		2. From the '''Administrator''' menu, select '''Users'''.

@@ Line 1: / Line 1: @@
-TIP:  Be sure to let your on-boarding specialist know if you have employees who will login  to Commence internationally (outside the USA) or from various regions of the country. Please take a moment to confirm the Server Settings are appropriate for your company before adding each user.Adding Users is as easy as clicking the “New” button
+.From the '''Quick Links''' menu, select '''Administration'''.
-•	Select the desired type of user from the Type drop down. For example:
+. From the '''Administrator''' menu, select '''Users'''.
-::o	Employee is the recommended type for most users.
+. Click the '''New''' button. ''The User Settings screen displays.''
-::o	Administrators will have access to the “Administration” module. They can also view any record in the database.
+. From the drop down menu, select the user type. '''Employee''' is the recommended type for most users.
-::o	Customers will have limited access to the database via the Customer Portal.
+. Click the '''Lookup''' button to select the corresponding contact. If the contact is not listed, you must complete the procedure for Adding Employees as Contacts.
-•	Next, select the corresponding contact by clicking the “Lookup” button to fill in the User Name. If the contact is not listed, open your Company profile in the Accounts tab and add the missing contact.
+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.
-::o	Best Practices: 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” (see below for more info). “Disabled” users do not count toward your total user limit.
+. In the '''New Password''' field, enter the user name as the password.
-•	Type a New Password and re-enter this in the Confirm Password box.
+. In the '''Confirm Password''' field, enter the user name again.
-•	Use the Lookup button to select an appropriate Security Profile for this user, such as “Full Access”.
+. Use the '''Lookup''' button to select an appropriate security profile for this user.
-•	Select the YES button to enable or activate the new user.  The maximum number of users that can be enabled is based on your license agreement.
+. Select the YES button to enable or activate the new user account.
-•	Click Save & New to add additional users or Save & Close if you are finished adding new users.
+. 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.

← Older revision	Revision as of 17:45, 11 October 2012
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