Creating users
- Select Administration > Users.
- Click Add.
-
Specify this information:
- Name
- Specify the name of the user.
- User Name
- Specify a unique name for the user.
- Password
-
Specify the password of the user.
Valid characters are a-z, A-Z, 0-9, and special characters @, $, !, %, *, #, ?, &, ^, _, and -. The password must consist of a combination of upper and lower case letters, numbers and special characters. Dictionary words are not allowed.
- Confirm Password
-
Specify the password of the user.
Valid characters are a-z, A-Z, 0-9, and special characters @, $, !, %, *, #, ?, &, ^, _, and -. The password must consist of a combination of upper and lower case letters, numbers and special characters. Dictionary words are not allowed.
- Role
- Select a role. See User roles for possible values.
When Rule Builder and/or System Accountant is selected, you must assign the integrations to which the user has access.
- Integration
-
Select the integration to which the user belongs. This field is available only when the Rule Builder or System Accountant role is selected.
- Select the integration from the Available list.
- Click the right arrow icon to move the integration to the Selected
list.
Alternatively, click and drag the vertical ellipsis that displays when you rest on an integration value.
- Click Save.