Creating User Accounts - Revision history

J.collier at 16:10, 6 August 2013

2013-08-06T16:10:52Z

J.collier at 16:05, 6 August 2013

2013-08-06T16:05:13Z

J.collier at 16:04, 6 August 2013

2013-08-06T16:04:17Z

J.collier at 16:03, 6 August 2013

2013-08-06T16:03:48Z

J.collier at 15:39, 6 August 2013

2013-08-06T15:39:25Z

J.collier at 15:33, 6 August 2013

2013-08-06T15:33:15Z

J.collier: Created page with "To create a user account you must first create a contact record for that user. See '''Adding Employees as Contacts''' on the '''User Administration''' page. 1. From the '..."

2013-04-01T17:27:08Z

Created page with "To create a user account you must first create a contact record for that user. See '''Adding Employees as Contacts''' on the '''User Administration''' page. 1. From the '..."

New page

To create a user account you must first create a contact record for that user. See '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page.

1. From the '''Quick Links''' menu, select '''Administration'''.

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

3. Click the ''New'' button. ''The User Settings screen displays.''

4. From the drop down menu, select the user type. '''Employee''' is the recommended type for most users.

5. 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''.

6 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.

7. In the '''New Password''' field, enter the user name as the password.

8. In the '''Confirm Password''' field, enter the user name again.

9. Use the '''Lookup''' button to select an appropriate security profile for this user.

10. Select the '''YES''' button to enable or activate the new user account.

11. 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.

12. 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.

@@ Line 1: / Line 1: @@
-  '''''TIP''': Prior to creating a user account you must create a contact record for the user.
+  '''''TIP''': Prior to creating any new user login you must create a contact record for the user. See [[User_Administration#Adding_Employees_as_Contacts|Adding Employees as Contacts]].
 ''
 # From the '''Quick Links''' menu, select '''Administration'''.  ''The Users screen displays.''

@@ Line 3: / Line 3: @@
 ''
 # From the '''Quick Links''' menu, select '''Administration'''.  ''The Users screen displays.''
-# Click the ''New'' button. Fill in each
+# Click the ''New'' button and complete the following settings below:
 # '''Type''':  From the drop down menu, select whether the user will have ''Employee'' or ''Administrator'' access. ''Employee'' is the recommended type for most users.
 # '''Name''': Click the '''Lookup''' button to select the corresponding contact and click the '''Select''' button. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''.

@@ Line 9: / Line 9: @@
 # '''New Password''': Enter the user name as the password.
 # '''Confirm Password''': Retype the user name again.
-# '''Security Profile(s)''' Click the '''Lookup''' button to select an appropriate security profile for this user.
+# '''Security Profile(s)''': Click the '''Lookup''' button to select an appropriate security profile for this user.
 # '''Enabled''': Choose yes to enable the new user account.
 # Click '''Save & Close''' when you have finished creating new user accounts. If you have additional users to create, click '''Save & New''' and repeat steps 4-10 to create the additional user names. The maximum number of users that can be enabled is based on your license agreement.

@@ Line 2: / Line 2: @@
   See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page.
 ''
-# From the '''Quick Links''' menu, select '''Administration'''.
+# From the '''Quick Links''' menu, select '''Administration'''.  ''The Users screen displays.''
-# From the '''Administrator''' menu, select '''Users'''.
+# Click the ''New'' button. Fill in each
-# Click the ''New'' button. ''The User Settings screen displays.''
+# '''Type''':  From the drop down menu, select whether the user will have ''Employee'' or ''Administrator'' access. ''Employee'' is the recommended type for most users.
-# From the drop down menu, select the user type. '''Employee''' is the recommended type for most users.
+# '''Name''': Click the '''Lookup''' button to select the corresponding contact and click the '''Select''' button. If the contact is not listed, you must complete the procedure above for ''Adding Employees as Contacts''.
-# 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''.
+# '''User Name''': Type the desired username. The user name must be at least 6 characters long. For example, you can type the first initial plus last name.
-# 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.
+# '''New Password''': Enter the user name as the password.
-# In the '''New Password''' field, enter the user name as the password.
+# '''Confirm Password''': Retype the user name again.
-# In the '''Confirm Password''' field, enter the user name again.
+# '''Security Profile(s)''' Click the '''Lookup''' button to select an appropriate security profile for this user.
-# Use the '''Lookup''' button to select an appropriate security profile for this user.
+# '''Enabled''': Choose yes to enable the new user account.
-# Select the '''YES''' button to enable or activate the new user account.
+# Click '''Save & Close''' when you have finished creating new user accounts. If you have additional users to create, click '''Save & New''' and repeat steps 4-10 to create the additional user names. The maximum number of users that can be enabled is based on your license agreement.
-# 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.
 '''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.

@@ Line 2: / Line 2: @@
   See: '''Adding Employees as Contacts''' on the '''[[User Administration]]''' page.
 ''
-. From the '''Quick Links''' menu, select '''Administration'''.
+# From the '''Quick Links''' menu, select '''Administration'''.
+# From the '''Administrator''' menu, select '''Users'''.
-. 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 ''New'' button. ''The User Settings screen displays.''
+# 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.
-. From the drop down menu, select the user type. '''Employee''' is the recommended type for most users.
+# In the '''New Password''' field, enter the user name as the password.
+# In the '''Confirm Password''' field, enter the user name again.
-. 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''.
+# 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.
-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.
+# 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.