Adding a user from the portal

  1. Select User Management in the Administration menu.
  2. Select Users and click the Add New Portal tab. The Search for a Portal User to Add to Mobile SCM page is displayed.
  3. Specify this information.
    Portal User ID

    Specify the user ID for the portal user that you want to add to Mobile SCM.

    First Name

    Specify the first name for the portal user that you want to add to Mobile SCM.

    Last Name

    Specify the last name for the portal user that you want to add to Mobile SCM.

    Employee ID

    Specify the employee ID for the portal user that you want to add to Mobile SCM.

  4. Click Search. The Select a Portal User to Add to Mobile SCM page is displayed.
  5. Click Add to Mobile SCM to add the portal user. The Add Portal User to Mobile SCM page is displayed.
  6. Specify the information for these fields and controls:
    Group

    Select the group to which the user is assigned.

    Time zone
    Select a time zone for the new user.
    Note: If a time zone is not selected, the default time zone is used. See step #16 of Configuring properties for more information.
    Assign Location Access

    Click this button to assign user access to locations. For more information, see Assigning location access to users.

    Assign Defaults

    To set default locations, see Assigning default location

    To set default printers, see Assigning location, printer, and revenue center default to a user Configuring default printer

    To set default revenue centers, see Configuring default revenue center

    To copy user assignments, see Copying user assignments

  7. Click Save to add the new user information to the application.

    The Add New User confirmation page is displayed with the information for the user you added.