Create a user
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1.
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In Users & security, click Users. Users appears. |
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2.
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Click New user. The New user page appears. |
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3.
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To enable the user to access all areas of the program, including the ability to set security rights for others, select This user has Supervisor rights and can manage Users and Roles. |
Users with Supervisor rights manage Users, Roles, Task groups, Security assignments, Merchant accounts, Code tables, and User imports. When this checkbox is not selected, the user cannot view these areas. In addition, Supervisor users are logged out of the program automatically when it is idle for more than 15 minutes. To avoid this, select the Remember me checkbox when you log into the program.
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4.
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In the Login Name field, enter a login name for the user. The user name must be unique. |
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5.
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In the New Password field, enter the password for the user. |
Note: If you select Require complex passwords in Sites & settings or if you intend to grant the user Supervisor rights, enter a complex password. This password must contain at least eight characters, including at least one upper-case and lower-case letter, and either a special character or a number.
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6.
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In the Confirm New Password field, re-enter the password. |
When you create a user, the Reminder Phrase field is disabled.
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7.
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In the Time Zone field, select the user’s time zone. For example, if the user is in New York, select America/New York (EST) GMT-5:00. |
Note: The program uses Coordinated Universal Time (UTC) as its time standard. Time zones are expressed as offsets from the UTC. This enables the program to retain time and date information and display it accurately in multiple time zones.
The time and dates the user sees on your site pages and email use the time zone you selected here or the default time zone selected from Sites & settings.
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8.
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In the First Name, Middle Initial, and Last name fields, enter the user’s name. |
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9.
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In the Role Membership grid, select the roles to assign to user. Roles act as security for sections of the program and the website. When you assign task rights to roles, users in the roles are granted access. |
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10.
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Click Save. You return to Users. |
To edit the user rights, select the user and click Click here to edit this user. The User Editor page appears. On the User Editor tab, the information you entered in this procedure appears. Additional tabs also appear. For information about these tabs, see View and edit a user.