Before you begin this procedure, ensure you have:
•Created roles to which the user will be assigned. If these have not been created, you can assign them at any time, but users will not be able to use the application without a role.
•Created groups to which the user will be assigned. If these have not been created, you can assign them at any time, but groups define what the user can do within the application.
To create a user account:
1.Open Application Security from the Desktop.
2.Select the Users tab.
The Users|Search page appears.
3.Click 'Create New'.
The Users|Basic page appears.
4.Complete the following fields int he User Details section:
a.User Name: Enter the user name that the user will use to login.
b.First Name: Enter the user's first name.
c.Middle Name: Enter the user's middle name.
d.Last Name: Enter the user's last name.
e.Greeting Name: Enter the user's greeting name.
The user's name that displays online above the link to the shopping cart when the user is logged in.
By default, this field is populated with the information entered in the 'First Name' and 'Last Name' fields.
f.Email: Enter the user's email address.
g.Language: Select the user's preferred language.
h.Association: Optionally, select the relationship between the users and various aspects of your organization, so that people can more accurately be targeted for marketing purposes.
i.Start Date: Click 
to select the date that the user account will become active. If a date is not selected, the date/time when the user was created will be used.
j.End Date: Click to select the date that the user account will expire.
k.Override Timeout: The amount of time before a system override times out.
Click 
to select a duration or to select a date.
l.Default Dashbord: Select the default dashboard that will appear on the Desktop.
5.Complete the following fields in the Logins section:
a.Number of allowed failed login attempts: Enter the number of times that the user can attempt (and fail) to login before the account is locked
b.Password: Enter the password you want the user to use.
c.Confrim Password: Re-enter the password you want the user to use.
The 'Password' and 'Confirm Password' fields are masked when passwords are entered.
d.Expiry Rule: Select when you would like the user's password to expire:
oExpire Now: Expires the password immediately.
oDoes Not Expire: The password never expires.
oNormal: The password expiration date is set to the one predefined in the system.
e.Password Expires On: The date that user's password expires.
6.Select the group(s) to which you want to assign the new user from the 'Available Groups' field.
If you select multiple groups, the user earns the combined permissions, attributes, search flters and content settings from each group. You can add additional permissions, attributes and content settings using the Groups|Permissions, Groups|Attributes, Groups|Search Filters and Groups|Content pages.
7.Click '>' to move the selection(s) to the 'Assigned Groups' field.
You can remove a group by highlighting the group in the 'Assigned Groups' field and clicking '<'.
Each user must have at least one group and role to use the application.
8.Select the role(s) that you want to assign to the new user from the 'Available Roles' field.
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Information No more than 1,000 users can be assigned to a particular role. |
If you select multiple roles, users will have to specify which role to use when they log in. You can change the user’s preferences using the User|Preferences page. For more information refer to Setting Preferences for the Role.
9.Click '>' to move the selection(s) to the Assigned Roles list.
You can remove a role by highlighting the role in the Assigned Roles list and clicking '<'.
10.Enter additional data to be captured for your organization’s needs in the user data section.
The data fields enable you to add additional information specific to your organization. Any data entered into these fields is searchable through Business Intelligence. The Multidata fields are used for multiple entry responses.
If you want to use the data fields and want to change a label, Navigate to the Registry - Registry::Business Objects::TSuserBO::User node and select the appropriate field you want to re-label.
11.Click 'Create'.
A window confirms that the user was created.
12.Click 'OK'.
The user will now have the preference settings from the user’s role(s) and the combined permissions, attributes and content settings from the group(s). You can modify the user’s preferences, which will be used instead of the role’s preferences.
