Creating Users and Roles

To create a user, perform the following steps.

1. Select the Organization.

2. Click the Add User button.

3. Enter a unique Name. You can use alphabets, numbers, dots, dashes, and underscore.

4. Enter the password for this user in the Password and Confirm Password textboxes.

5. Select Set Blank Password, if you do not want the user to enter any password. This option is available only for Host Applications and External Application authentication types.

6. Enter User Description to provide some user details.

7. Select the required System Privileges. Alternatively, create a role and assign a role to the user.

8. Select the user under the organization and click the Actions menu to view Profile, Duplicate, or Delete the user.

9. Specify Data Restriction and Preferences from the respective tabs.

To create a role, perform the following steps.

1. Click the Add Role button.

2. Enter a unique Role Name. You can use alphabets, numbers, dots, dashes, and underscore.

3. Enter the required Description.

4. Select the required System Privileges. When you assign this role to user, the user will inherit all the selected privileges.

5. Select the role under the organization and click the Actions menu to view Profile, Duplicate, or Delete the role.