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
- Open the User Types (EP202500) form.
- In the User Type box, type the name of the user type you want to add.
- 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
- In the Description box, type the description of the user type.
- On the Allowed Roles tab, add the roles to be available
for a user of this type. Do the following:
- On the table toolbar, click Add Row.
- 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.
- Optional: If the role must be assigned to each user of the user type by default, select the Default check box.
- On the form toolbar, click Save.