E-mail
- Select Users and Groups in the Administration menu. This will open the Users & Groups window if it is not open, or bring it to the front if it is already open.
- Click Add User (
). A New User dialog box will appear, allowing you to create the new user.
- Type the user ID, first and last name, email address (optional), and password in the appropriate fields of the window. The User ID is alphanumeric, must be unique, and can include up to 32 characters; the first and last names are alphanumeric and can include up to 20 characters each; the password field is alphanumeric, can include up to 10 characters, and should not end in a space; the email address can be up to 255 characters in length and should conform to the standard email address specification.
- Optional: If an email address is defined for the user, you can select the "Send Invitation" checkbox and view a preview of the Invitation. If the user is saved with the Send Invitation checkbox enabled, the system will send an invitation to the user at the specified address.
- To assign the user to a user group, 'check' the checkboxes in the Member of column next to the appropriate user group names in the Group Membership grid. Users may also be assigned to groups when user groups are created.
- Click Add (
). This will add the new user to the database. If the Send Invitation checkbox was enabled, an email invitation to download and log-in to the application will be sent to the user at the specified email address. - Repeat steps 2-5 for each additional user you would like to define.
- Click Close (
) when finished. The New User window will close.