Adding Users
You can add users for accessing the platform. The operations that a user can perform is determined by their Access Profile.
To add a user
1. From the Integration Cloud navigation bar, go to Settings > Users.
2. From the upper right part of the Users screen, click Add New User.
3. On the Basic tab, complete the following fields. Required fields are marked with an asterisk in the screen.
Field | Description |
First name | User's first name as it should appear in the platform. |
Last name | User's last name as it should appear in the platform. |
Title | User's professional title. |
Access Profile | The access profile assigned to the User. Each User is assigned an access profile, which can be shared by other users. An Access Profile specifies the network locations (IP addresses) from where it is possible to login and administrative permissions. Specify one of the following Access Profiles:  Administrator - Provides permissions needed by the System Administrator. Regular User - Provides permissions that are more appropriate for normal users. By default, the system administrator can change the Administrative Permissions associated with each Access Profile (except the above mentioned Administrator Access Profile), and can add additional Access Profiles, as needed. Note: | By default, the Administrator and Regular User Access Profiles are associated with the Development Stage. If you have created a new Access Profile, ensure that the Access Profile you have created is associated with the Development Stage. See Adding or Updating Access Profiles for more information. |
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Employee Number | Optional identification number for each employee. |
Email | Email address of the user. The email address is used to send the welcome and login information to the user. |
User name | User name is a unique name associated with each User and is required to log in. It can be an email address or an alphanumeric text string. |
Partner | Select this option if the user is a Partner user. Note: | If Allow User Interface Access permission available under Access Profile > Administrative Permissions > Account Controls is not enabled, a Partner User can still perform on-premise tasks. |
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Active | Select this option to indicate that the user account is active. You can use this option to reactivate a locked or disabled user account. |
Force password change on first login | This option is available only when creating a new user. Select this option to force the user to change the login password when logging in for the first time. |
4. On the Locale tab, complete the following fields:
Field | Description |
Time Zone | Choose a Time Zone Code from the drop down list. |
Date Format | Choose a Date Format from the drop down list. “mm” is "Month", “dd” is "Day", and “yyyy” is Year. Dates and Times are used throughout the platform, in Appointments, as Start/End Dates in Tasks, Expected Close Date, Estimated Start/End Date, Date Due, and so on. Default formats are specified under the Settings > Company Information > Advanced Information tab. Administrators and Users can change the default selection in the Users screen. |
Time Format | Select a 12-hour clock (hh:mm a) with AM/PM, or a 24-hour clock (HH:mm). |
Locale | Select the user's locale setting. This setting determines the format for numbers, decimal fields, and percentages. |
5. On the Address and Contact tab, complete the following fields:
Field | Description |
Phone | Primary phone number for the user. |
Mobile Phone | Mobile phone number for the user. |
Fax | Fax number for the user. |
Street Address | Street address for the user. |
City | City for the user. |
State/Province | State or province for the user. |
Postal/Zip Code | Postal or ZIP Code for the user. |
Country | Country for the user. |
6. Click Add if you are adding a User or Apply if you are editing any User information.
You can fill the Address and Contact section later or the Administrator can fill the details by editing the record after the User has been added. The Address and Contact screen is also available under <User name> > My Profile > My Information tab.
Note: | A User can log in and then go to My Profile > Edit to change the user details. The Administrator who created the User can also edit the User details. |
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