Creating users

Use the following procedure to create new users. Once created, you can assign them to groups and give them access to one or more of your web sites and/or site groups.

  1. From the System menu, select User Manager.

  2. Click Add User.

  3. Check the Active checkbox if you want the user to be active. The default is usually set to Inactive which is useful for if you have external people applying for user accounts on your site and you don't want their accounts automatically activated.

  4. Leave the Locked Out checkbox blank. You only check this if you want to keep someone from accessing your web site.

  5. If this user is to be a Public User with limited site access, be sure to check the Public User checkbox. If you select the Public User option, the groups that you can add the user to will be limited to public access groups which will be displayed on the Groups tab.

    User accounts created with the Application Form page set to Public Accounts will automatically have the Public User checkbox selected.

  6. Enter the First, Middle, Last and Preferred names.

Note: Preferred Full Name is the name the system will use to identify the user.

  1. Enter a Login Username. The system does not allow duplicate user names within the same Site Group. If the users are in different Site Groups, their usernames can be the same.

  2. Add the contact Email for this person.

  3. Skip to the Site Group field and select the applicable site group for this individual. If you are not using site groups, you do not need to do this step.

  4. Enter and confirm the user's Password and click Save. The Personal Information and Groups tabs are displayed.

  5. Complete the fields and questions on the Personal Information tab. The items that appear on this tab come from the User Profile tab of the Global System Variables.

  6. On the Groups tab, assign the user to the desired groups and click Save. Groups displaying a large blue P are public access groups which are for Public Users only.

    If you have not created groups yet, click Save to save the user record, go to the Group Manager to create groups, and then assign users to the groups while in the Group Manager.

Next Step

Creating groups overview

Creating group folders