If a new user is very similar to an existing user, use the Insert Like command to save time. For a new user that is unlike an existing user, use the Insert command.

Use the Insert Like Command

This command creates a new record and copies all parameters, except user name and password, from the selected user. To create a new user with this command:

1. In the left pane, right-click an existing user to copy for the new user and select Insert Like. A new window will be displayed.
2. Enter the new user's name and select OK. A message window will notify you that the default user password is set to the user's name and that the user should change the password when he or she first logs on. (The user changes his or her password as directed by the system, which automatically displays a dialog box to change the password.) The default password is the user name in upper case (passwords are case-sensitive).
3. Select OK to close the message window. The system closes the window and adds a record to the User pane.
4. Enter the person's email address in the Email column. To use the Forgotten Password Procedure, each user record must have an accurate email address.

5. In the Admin. Units Available pane, select the selected administrative unit(s) to which the new user is assigned.

   Note: Selecting an administrative unit in the Administrative Unit column of the User pane is not the same as selecting an administrative unit in Administrative Units. The column in the User pane is for identifying which folder paths a user has access to for uploading files and accessing import files on the mount drive.

6. In the Security Profiles pane, check the selected profile(s). Edit as necessary.
7. Once all information is assigned and recorded, click . The new user may now access the system.

Use the Insert Command

Use the following steps to add a new user:

1. In the left pane, right-click, and select Insert. A new window will be displayed.
2. Enter the new user's name and select OK. A message window will notify you that the default user password is set to the user's name and that the user should change the password when he or she first logs on. (The user changes his or her password as directed by the system, which automatically displays a dialog box to change the password.) The default password is the user name in upper case (passwords are case-sensitive).
3. Click OK to close the message window. The system adds a record to the User pane.
4. Enter the person's email address in the Email column. To use the Forgotten Password Procedure, each user record must have an accurate email address.

5. In the Available Admin Units pane, select the administrative unit(s) to which the new user is assigned and which he or she may select when logging on. To accomplish this, right-click the desired administrative unit and then click Select This. Use Select Branches to assign the user all the sub-administrative units beneath an administrative unit header. Select All assigns the user to all administrative units. (If you want to change a user's assignment, "de-select" versions of all these commands are also available.)

   Note: Selecting an administrative unit in the Administrative Unit column of the User pane is not the same as selecting an administrative unit in Administrative Units. The column in the User pane is for identifying which folder paths a user has access to for uploading files and accessing import files on the mount drive.

6. In the Security Profiles pane, select each security profile to be assigned to the user by clicking the check box in the Select column.
7. Once all information is assigned and recorded, click . The new user may now access the system.