The Add New User option enables you to create new User records in the database. Perform the following procedure to create a new User record:
- Click
The Users – Add page is displayed.
- Populate the form details as tabulated:
| Field | Description |
| Fields marked with (*) are mandatory. | |
| User ID | Enter the user ID in the User ID field. |
| First name | Enter the first name of the user. |
| Mid initial | Enter the initials of middle name. |
| Last name | Enter the last name of the user. |
Enter the user email. Once the email ID is entered, you can click the  button to send emails to the entered ID form the compose email page. For more information, see Compose Email section. |
|
| Home Page Menu | Click the drop down list adjacent to this field and select the required home page menu. |
| Country | Enter the country on which the company is located. |
| Time Zone | Click the drop down list adjacent to this field and select the time zone in where the user is present. |
| Currency | Click the drop down list adjacent to this field and select the currency. |
| Locale | Click the drop down list adjacent to this field and select the language. |
| Hint Question | Click the drop down list adjacent to this field and select a hint question. |
| Hint Answer | Enter the answer for the Hint Question in this field. |
| Title | Click the drop down list adjacent to this field and select a title for the user. |
| Reporting To | Click the drop down list adjacent to this field and select a title to which the user reports to. |
| Theme | Click the drop down list adjacent to this field and select a theme for the user. |
| Custodian Filter | Click the drop down list adjacent to this field and select either All Records or My Records. |
| User role | Click the drop down list adjacent to this field and select a default role for the user. Available options are the following:
· Standard User for Read Only · Super · System Generated Role for Admin · System Generated Role for Update · System Generated Role for View · Viewer |
| Default Dashboard | Click the drop down list adjacent to this field and select a default dashboard for the user. Available options are the following:
· Compadmin · SalesMgr · SalesRep |
| Active | Select the check box adjacent to this field, if you want to keep this user as active. |
| Owner | This field is auto populated with the name of the user who has created this record. |
| Password | Enter a password for the user. |
| Business Unit Settings | |
| Business Unit | Click the drop down list adjacent to this field and select a business unit for the user. |
| Access Level | Select the radio button adjacent to the available options. Available options are the following:
· Self · Unit · Unit & Subunits |
| Additional Business Unit Access | |
Click the  button and select the business unit access as Self, Unit, Unit & Subunits, or None from Additional Business Unit Access pop up window. Click  button to save the changes. |
|
- Click
button to save the Report Security information.