Adding users

  1. Click Add new item.
    The Add Users dialog box is displayed.
  2. Specify the user's first and last name and email address.
  3. Optionally, add a federated ID if available.
  4. Optionally, add functional security roles.
    1. Click Add roles.
    2. Select the required roles from the Functional Security Role Name list.
      You can begin specifying the Functional Security Role Name field to see a list of matching values.
    3. Click Save.
      The Functional Security Roles column shows the number of roles that are associated with the user. When you click the link, the Edit Functional Security Roles dialog box shows the list of selected roles. You can remove a role by clicking the Delete icon next to the role, or by clearing its check box in the Functional Security Role Name list.
  5. Select the Send Invitation check box to send the new user an email to verify the email address and set up the account if required.
    If you clear the Send Invitation check box, the new user is not notified automatically. You must notify this user of the new account manually or by applying the Send Invitation action at a later time.
  6. To add up to five users, click Add new item on the Add Users dialog box.
  7. Click Save.
    The new users are added to the Users page.