This functionality was modified in an update. For more information, see Create a new user (modified in an update).
You can create new users in the User tab of the User Management page. Once a user has been created, they need to be assigned security codes and roles for a project before they can access any documents and data. For more information, see Manage user role assignments.
You need to have the Business Administrator role to create users.
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In the Business Administration feature set, select User Management.
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At the top of the User tab, select
> Create User.
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Type a name and description for the new login user.
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Select an organization for the user.
An organization must be set for the user to assign a security code.
The organization has relationships to a host and print servers, which manage the
physical location for file storage in vaults and the printers available to the user.
This is described in more detail in Relationships between hosts and organizations.
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Type the user's e-mail address in the E-mail address box.
This is used for all e-mail notifications to that user.
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Type the user's login name in the Logon name box.
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Enter the user's password in the Password box.
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Enter how frequently, in days, the user will have to change their password in the Days between password change box.
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If you want the user to reset other users' passwords without knowing the user's old password, check the User Maintenance option.
If this check box is not checked, an administrator must know the user's old password
to change to a new password.
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Select the notification mechanism preferred.
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These notifications are sent out by activities such as completion of batch reports and user subscription processing. For example, the user may wish to be informed when a given document is approved.
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The notification mechanisms available are:
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E-mail - The user receives e-mails
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Notify - The user receives a notification in the Desktop Client To Do List and in the Notifications list in the Web Client.
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E-mail and notify
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Select Finish to create the new user.