Help Document
Creating and Enabling Users

    CREATING AND ENABLING USERS

    Administrators can create users to allow persons or businesses to access the portal. New users can be added to the portal or converted from an entry in the Contact Entity.

    Requirements

    To create and enable users, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO CREATE A NEW EMPLOYEE USER:

    1. In the Setup Home page, click Security > Manage Users.
    2. Click New Employee User.
    3. Complete the provided fields. Only the First Name, Last Name, Role, Email, and Username fields are required.
    4. Click Save.

    TO CREATE A NEW COMMUNITY USER:

    1. In the Setup Home page, click Security > Manage Users.
    2. Click New Community User.
    3. In the Contact field, enter and select the name of the Contact. You can also click the Contact Lookup button next to the Contact field to search and select the Contact.
    4. Click Next.
    5. Complete the provided fields. Only the First Name, Last Name, Role, Username, and Email fields are required. Some fields are automatically completed based on associated Contact, but you can change the values if necessary.
    6. Click Save.

    TO ENABLE A CONTACT AS A COMMUNITY USER:

    1. In the Contacts Entity Tab, click the contact you want to enable as a user.
    2. Click Community Options > Enable as Portal User.
    3. Complete the provided fields. Only the First Name, Last Name, Role, Email, and Username fields are required. Some fields are automatically completed based on the associated Contact, but you can change the values if necessary.
    4. Click Save.

     

    << Magentrix Users Checklist | Configuring User Accounts >>