Adding a user

  1. Click the Profile icon to access the user menu.
  2. Click External Entity Management. The External Entities page is displayed.
  3. Locate the tile for the external entity and double-click the Users icon to display the Users page.
  4. Click the add icon on the Users page toolbar. The Add Users overlay is displayed.
  5. Specify the user's first and last name and email address.
  6. Optionally, add a federated ID if available.
  7. Click the Send invite check box to send the new user an email to verify the email address and set up the account if needed. If you clear the Send invite check box, the new user is not notified automatically, and you must notify this user of the new account manually or by applying the Send invitation action at a later time.
  8. To add up to five users at a time, click the add row icon on the Add Users overlay toolbar to add one row at a time. Complete the information for each user.
  9. Click Save. The new users are added to the Users page.
    Note: 

    Users must provide their first name, last name, and email address on the Account Registration page. If the user’s name does not match what the admin entered, the user's information is updated according to the user's input values.

    If the user provides the email address that does not match the email that the administrator entered, the error message User account does not exist in the system. Please try again is displayed.

    If the user enters the incorrect email address the number of times defined in the settings, the error message Please contact your administrator. The user account entered does not exist in the system is displayed. The administrator must select Send Invitation within the user’s action list.

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