Add User ID

Administrators can add user accounts.

Before you begin
Determine whether you want to create an ID using a blank form or by copying the billgroup number and the assigned groups from an existing user's record. To copy an existing user's record, see Clone User ID.
Procedure
  1. In the Administration module, click (Create User).
  2. Enter a user ID for the new user account.
    This is the ID that the new user enters to sign in to the application.
  3. Select a billgroup for the new user account.
  4. Enter the user's last and first name.
    This name appears in the upper-right corner of the page after the user signs in.
  5. Enter the user's employee number.
  6. Enter the user's cell phone number.
  7. Enter the user's email address.
  8. Enter and confirm a password for the new ID.
  9. Users are required to change this password the first time that they sign in. If both passwords match, the red X changes to a green check mark. For information about password requirements, see Password Requirements.
  10. Select either Active or Inactive to determine the current access status for the user.
    Users who are inactive are not able to successfully sign in to the application.
  11. Click Save to create the new user ID.
What to do next
Ensure that you assign the new user to a group. For information about assigning users to groups, see Assign Users to Groups.