Adding a New User

To add a new user:

  1. In the Admin tab, select the User List hyperlink.

The system displays the Manage Users page.

  1. Select Add.

The system displays the Add User dialog box. The Domain Name field is pre-filled with the logged in domain name.

  1. Enter the user’s name in the First Name and Last Name fields. The Middle Name field is optional.

The system refreshes the dialog and auto-populates the User Login ID field.

  1. Select the user type from the User Type drop-down.

  2. If you want to select another domain name, click the lookup arrow next to the Domain Name field.

The system displays the Lookup Title dialog box.

  1. Use the filter fields to generate a list of domains. For example, select Domain Name from the Filter drop-down, enter a search term in the adjacent text box (include the wildcard character for partial terms), and then select Go.

  2. Select a domain name from the list box.

  3. Select OK to add it to the Domain Name field in the Add User dialog box.

  4. Enter any remaining information in the required fields (marked with an asterisk).

  5. Select Next. 4

The system displays the next window of the Add User dialog box with the User Login ID and Domain pre-populated.

  1. Enter the password in the Password field and re-enter the password in the Confirm Password field.

  2. Enter the user’s phone number in the Phone Number field.

  3. To enter the address, select the Address button next to the Zip Code field.

The system displays the Address Details dialog.

  1. Enter the street address and zip code, and then select Go to auto-populate the city, state, county, and country details.

  2. Select OK.

The address you entered is populated in the Add User dialog box.

  1. Enter the remaining fields as needed.

  2. Select Finish to return to the Manage Users page with the user in In Review status.

  3. To view the user you just added, select Domain from the Filter By list, enter % in the adjacent text box (for a wildcard search), select In Review from the With Status drop-down, and then select Go.

The system displays an updated Manage Users page with the new user listed on the page with a status of “In Review.”

Related Topics

Viewing and Modifying Users

User List

Approving or Rejecting a User

Viewing or Modifying an Associated Profile

Adding an Associated Profile

Approving or Rejecting an Associated Profile

Updating the Business Status of a User Checklist

Uploading a User Checklist Document

Adding or Deleting an Organization Unit Association with a User

Adding or Deleting Restricting Claimant Associations with a User

Viewing or Modifying User Indicators

Adding a User Indicator