Creating users

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This document describes how to create users in the Back Office.

Prerequisites

  1. If you are new to the Users section, you might want to start with Best practices: Managing users and their permissions with roles and groups.
  2. Create at least one user group. For instructions, see Creating user groups.
  3. To start working with users, go to Users > Users.

Review the reference information before you start, or look up the necessary information as you go through the process.

Creating users

  1. On the Users page, click Add New User.
  2. On the Create new User page, enter an E-MAIL.
  3. Enter a PASSWORD.
  4. For REPEAT PASSWORD, enter the same password once again.
  5. Enter a FIRST NAME.
  6. Enter a LAST NAME.
  7. For ASSIGNED GROUPS, select one or more user groups you want to assign this user to.
  8. If you want this user to be an agent, select THIS USER IS AN AGENT.
  9. Select an INTERFACE LANGUAGE.
  10. Click Create.

This opens the Users page with the success message displayed. The created user is displayed in the list.

Reference information: Creating users

The following table describes the attributes you enter and select when creating roles:

ATTRIBUTE DESCRIPTION
E-MAIL Email address of the user. It will be used for logging in, resetting password, and getting notifications.
PASSWORD The user will be using this password to log in.
REPEAT PASSWORD Password confirmation.
FIRST NAME User’s first name.
LAST NAME User’s last name.
ASSIGNED GROUPS User groups to assign this user to. User groups define what areas and actions the user will have access to. To learn how to create user groups, see Creating user groups.
AGENT Defines if this user is an agent assist
INTERFACE LANGUAGE Defines the interface language of the Back Office for this user.