Creating user accounts with the utility

  1. Log in to the applicable portal with your portal data administrator credentials.
  2. On the portal administration Main page, select Activity > User Account Management Utility.
    Note: For portals that use a side menu, you must expand the hamburger menu icon to access administration pages.
  3. In the Create section of the utility, specify this information:
    Account Type
    This field is enabled for use in only Customer and Reseller portals. Specify whether to create a customer or reseller portal user account.
    User ID
    Specify the user ID for signing in to the portal.
    Password
    Specify the password for signing in to the portal.
    Retype Password
    Specify the password again for confirmation.
    Name
    Specify the user’s first and last name.
    Email
    Specify the user’s primary email address. Any messages resulting from actions on the portal are sent to this address, based on event notification settings.
    Customer/Vendor
    Customer applies to only Customer and Reseller portals. Specify the customer ID to be associated with this portal user account. Vendor applies to only the Vendor Portal. Specify the vendor ID to be associated with this portal user account.
  4. Optionally, to automatically send the user an email message containing their user ID, password, and portal URL, select Notify User. If this field is cleared, then no email message is sent to the user. You must communicate the information to the user in another way. See Providing login information to new users.
  5. Optionally, to allow a customer user to add more users for their account, or to allow a reseller user to register new customer accounts, select Can Create Users. For more information about this setting, see the portal administration guide appendix about adding users manually.
  6. Click Create. These are the results:
    • This portal user account is created on the Users form in all sites in the portal site group. The Customer Users record (for customers or resellers) is created in all sites, or the Vendor Users record is created in the Primary Site.
    • If selected here, the Can Create Users option is selected on the Customer Users form.
    • The user license is added.
    • The Send Email Notification option is selected on the Customer Users or Vendor Users form, so portal users receive email messages resulting from their actions on the portal. If you do not want portal users to receive email messages, you must manually clear the Send Email Notification option.
      Note: By default, portal users receive standard email messages from the back office event system. If you set the portal parameter to Use Portal Email and configured the portal email settings, then users receive rich-HTML portal email messages instead of the standard messages.