To Add a User Type

To add a new user type, you use the User Types (EP202500) form. For more information on user types, see User Access: Linked Entities and User Types.

To Add a User Type

1. Open the User Types (EP202500) form.
2. In the User Type box, type the name of the user type you want to add.
3. In the Linked Entity box, select one of the following:
   • Employee: To add an employee-related user type that is associated with employees in your system
   • Contact: To add a contact-related user type that is associated with a contact in your system
4. In the Description box, type the description of the user type.
5. On the Allowed Roles tab, add the roles to be available for a user of this type. Do the following:
   1. On the table toolbar, click Add Row.
   2. In the Role Name column, select the role you want to add to the role set.
      Note: For contact-related user types, you can associate only roles that are marked as guest roles—that is, they have the Guest Role check box selected on the User Roles (SM201005) form.
   3. Optional: If the role must be assigned to each user of the user type by default, select the Default check box.
6. On the form toolbar, click Save.