User Access: To Add a User Account

The following activity will walk you through the process of adding a user account.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you, as a system administrator, have received a request to add a user account for a new employee, Sarah Kent, who has taken the position of a warehouse worker. The request has been justified and approved by the corresponding manager.

Process Overview

You will use the Users (SM201010) form to add and configure a user account.

System Preparation

Before you start performing the step of this activity, you should sign in to a company with the U100 dataset preloaded. Sign in as a system administrator, by using the gibbs username and the 123 password.

Step: Adding the User Account

To add the user account for Sarah Kent, do the following:

  1. On the Users (SM201010) form, add a new record.
  2. In the Login box of the Summary area, type kent.
  3. Clear the Generate Password check box.
  4. In the Password box, type Welcome123.
  5. Specify the following settings for this user:
    • First Name: Sarah
    • Last Name: Kent
    • Email: kent@sweetlife.com
    • Comment: Warehouse worker
  6. Specify the following settings to set this user’s individual password policy:
    • Allow Password Recovery: Selected
    • Allow Password Changes: Selected
    • Password Never Expires: Cleared
    • Force User to Change Password on Next Login: Selected
  7. On the Roles tab, assign the following roles to the user by selecting the check boxes in the Selected column:
    • Branch HeadOffice
    • Internal User
    • Warehouse Worker
  8. On the form toolbar, click Save.