Creating back office user records

For multi-site implementations, all user accounts must be set up in each site that is to be used by the portals. You must make entries manually for each account, unless tables are shared on the Intranet Shared User Tables form. In that case, entries are made automatically after an account is created in the first site.

Open the Users form.
Click Filter-in-Place.
Select Actions > New.
Specify a user ID and password.
Do not select Super User. This must not be a super user account.
On the Groups tab, perform one of these tasks:
- For a Customer Portal or Reseller Portal user, specify the Customer Portal group.
- For a Vendor Portal user, specify the Vendor Portal group.
Note: If the portal user is both a vendor and customer, the user can be assigned to both groups.
If the user should receive email notification messages for their actions on the portal, then on the Email Address tab, perform these steps:
1. In the grid, add the primary email address for the user.
2. In the fields above the grid, specify the Primary Email Address, select the Send External Notifications check box, and under that check box, make sure the email address for notifications is specified.
This primary email address can also be controlled by the portal user. If a portal user specifies an email address on the Account Management page in the Customer Portal or on the My Profile page in the Vendor Portal, the email address is automatically added to their user account.
Note: Email confirmations also depend on event handler and publication settings. These requirements are explained in the back office setup chapters of this guide.

See also Setting up email notifications.