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Create a New User

Create a New User

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Create a New User

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Important: Creating a New User is, in most cases, a two-step process. This feature is only available to Administrators.

 

1.Create the user in the System Admin menu:

a.Click the Settings tab.

b.Click System Admin from the accordion menu at left side of the screen.

c.Select the User Accounts link. The User Accounts screen will display.

d.Hover over the Manage button. The edit options screen will display.

e.Select the Add New User link. The Add New User screen will display.

f.Enter the new user information.

i.The required fields are indicated by a red highlight.

ii.The User Name must be the individual's DOMAIN logon name. (with a backslash, including the domain name, e.g. DOMAIN\username)

g.Click the Add New User button.

2.Set up the WPCRM system access and legacy user mapping: Note: If the WPCRM is set to use legacy users.

a.Click the Settings tab.

b.Click System Admin from the accordion menu at left side of the screen.

c.Select the User/Role Access link. The User Settings screen will display.

d.Select the newly added user from the list on the left. The Map to Legacy User screen will display.

e.Select the Legacy User from the drop-down menu that the newly added user should be associated with.

f.Then click the Update button to create association to Legacy User.

g.User information screen will display in an editable format.

i.Edit if needed.

h.Click Save button.

 

 

 

 

See Also

Built-In User Roles

Managing User/Role Access