You can set up Security Users in two different places: (1) from the Security User menu, and (2) from the person profile (when you first create a person in the system). Security Users must have a linked person profile in order to receive login privileges. You can see a full list of all existing Security Users in the system in the Security User menu.
Follow the steps below to set up a Security User either through the Security User menu or at the time of person profile creation.
To add a new Security User from the Security User menu, go to Setup > Security > Security Users and click the +New button.
Complete the following fields:
- Primary Email*: Text field
- First Name*: Text field
- Last Name*: Text field
- Send an email to this user regarding their new account: Flag
- Groups: Multi-selection
- Roles: Multi-selection
* Required field
Click the Save button to create new Security User account.
Once you’ve created the new Security User account, you need to link it to a person profile in order for the user to receive login privileges.
Go to the People menu to create a new person profile, or search and open an existing person profile. Please see Person Profile user guide for additional instructions on creating a person profile.
To link the Security User account from the person profile, click the Link icon located on the top placard of the person profile.
When creating and adding a new person profile, you can allow the system to automatically set up a security user account and link the new person profile to the new security user account. Here’s how to do it:
- From the People menu – click the +button.
- Complete the following required fields:
- First Name: Text field
- Last Name: Text field
- Primary Email: Text field
- Check the flag – “Create this Person as a User”
- Click the Next button.
- Continue with setting up the Person Profile
Once you’ve entered and saved the profile information, a new security user account will be automatically saved to the security user menu.