11.3 Creating a User

  1. In the Web Interface toolbar, select Users.

  2. Select the Users tab.

  3. Click Create.

  4. In the User pane of the Create User dialog, specify the following information for the user account:

    • First and last name

    • Email address

    • Phone number (optional)

    • Password and Confirm Password

    • Scope (System or Organization)

  5. Click Save to create the user account instance and enable the Membership and Access pane.

  6. In the Membership and Access pane, define the permissions and roles assignments for the user account.

  7. Click Save.

  8. Click Close.