Adding a user

User Administration New User

On the User Administration New User page, you can add a new portal user.

To add a new user

  1. Display the User Administration User Search page.
  2. Click New User in the secondary navigation bar at the top of the page.

    The New User page displays.

  3. Complete all fields (all fields are required except Fax Number).
  4. Click Next.

    The New User Verification page displays.

  5. Review the information on the verification page.
  6. Click Submit. The New User Confirmation page is displayed.

  7. Choose a Role appropriate to the user you're adding.
  8. Choose the following option for Document Search and User Search Permissions: within organizational unit and below.
  9. Choose the following option for Delivery Group: All Applications.
  10. Choose the following option for Application Group: External Users.
  11. Choose the following option for Organizational Unit: Add User at MERZ.