Adding a New User
To add a new user:
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In the Admin tab, select the User List hyperlink.
The system displays the Manage Users page.
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Select Add.
The system displays the Add User dialog box. The Domain Name field is pre-filled with the logged in domain name.
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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.
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Select the user type from the User Type drop-down.
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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.
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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.
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Select a domain name from the list box.
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Select OK to add it to the Domain Name field in the Add User dialog box.
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Enter any remaining information in the required fields (marked with an asterisk).
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Select Next. 4
The system displays the next window of the Add User dialog box with the User Login ID and Domain pre-populated.
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Enter the password in the Password field and re-enter the password in the Confirm Password field.
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Enter the user’s phone number in the Phone Number field.
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To enter the address, select the Address button next to the Zip Code field.
The system displays the Address Details dialog.
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Enter the street address and zip code, and then select Go to auto-populate the city, state, county, and country details.
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Select OK.
The address you entered is populated in the Add User dialog box.
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Enter the remaining fields as needed.
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Select Finish to return to the Manage Users page with the user in In Review status.
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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 or Modifying 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