On the Home page, click Administration> Global Setup> Users.
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Click Create User and do the following:
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Type the name of the User and a Password.
Password must contain atleast 8 characters or numbers.
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Check the Global Access checkbox to indicate if a user can have full access to all product groups and projects for all disciplines.
Global Access provides the user access to all product groups and projects for all disciplines.
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Enter the number of days between password changes in the Password Change Interval box.
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Enter the number of passwords to be stored in history in the Password History Size box.
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Check the Complex Password checkbox to enforce the complex password rule.
You cannot clear the Complex Password checkbox when the DBA-Setting for complex password is active.
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Type the First Name, Last Name, Company, Department, Telephone and Fax in their respective boxes.
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From the Login Options dropdown list, select Native, SSO or BOTH and then add the email address in the Email box.
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Type a valid email address in the Email box to unlock the user account by resetting and sending the new password by email, type a valid email address in
Adding the email address is mandatory and should be unique for all records when the Login Options is set to SSO or BOTH.
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Select Yes or No from the Password via Email dropdown list for the software to send the password via email address.
To unlock an account with a secret question and answer, select Only with secret question from the Password via Email list.
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Type the maximum amount that a user can approve in the Allowed Amount box and then select the currency from the Currency list.
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Click Create User.