Creating a user

Create a user to give the user application access.

The following procedure explains how to use the Applications Manager to add users one at a time. Alternatively, you can use the createUserHierarchy and modifyUserHierarchy APIs to add users.

1. Log in to the Applications Manager.
2. Select Applications > Application Platform.
3. From the tree in the application rules side panel, choose Security > Users. The User Search window displays in the work area.
4. Choose the Create New icon. The User Details window displays.
5. Choose the Primary Info tab.
6. Enter information in the applicable fields. Refer to Table 1 for field value descriptions.
   Note: For administrators, create a strong password such as A9ib5oV6 in order to enhance security.

   Table 1. User details window.

   User details field value descriptions

   Field	Description
   User ID	Enter the user ID that the user uses to access the system.
   Password	Enter the password the user uses to access the system.
   Department Code	Select the code of the department to associate with the user.
   User Name	Enter the user's name.
   Locale	Select the locale the user is located in. Note: A user who is configured for the Eastern Time Zone but logs in while physically in the Pacific Time Zone, sees locale specific information as if he or she was in the Eastern Time Zone.
   Menu Group	Select the menu group representing the menu options you want users to see when they log into the Application Console.
   Theme	Enter the available theme as you want it to appear for the user. The theme determines how the color scheme of the Console and Applications Manager displays to the user. The available themes are: Earth Jade Sapphire Note: You can extend the system to include as many themes as you want.
   Password Policy	Select the password policy that you want to associate with the user.
   Team	Select the team to which you want to assign the user. For more information about teams, see Defining teams. Notes: The list contains all the teams configured for the organization to which the user belongs and the parent organization, if applicable. Clearing of the database cache is required to take into effect the changes made to this configuration.
   Active	Check this if the user is currently active in the organization. Inactive users cannot log in.
   Is Supervisor	Check this if the user is a personnel supervisor.
   Max Customer Assignments	Enter the maximum number of customers that this user can be assigned to manage.
   Contact Address	The user's contact address. Choose the Details icon to enter an address. Choose the Contact tab to view additional contact information.
   Billing Address	The user's billing address. Choose the Details icon to enter an address. Choose the Contact tab to view additional contact information.
   Group Subscriptions
   Available	A list of the available user groups. To subscribe a user to a user group, select the applicable user group and choose the Right Arrow icon.
   Subscribed	A list of the user groups to which the user is subscribed. To remove a user from a user group, select the applicable user group and choose the Left Arrow icon.

7. If you want to subscribe the user to an alert queue or remove the user from an alert queue, choose the Queue Subscription tab.
8. To subscribe a user to an alert queue, select the applicable queue from Available and choose the Right Arrow icon. To remove a user from a queue select the applicable queue from Subscribed and choose the Left Arrow icon.
9. Choose the Save icon.