Create a user in a site using the Sites page

Using the Sites page, Super users can create Admin users, users, Execute-only users and Read-only users in any Portal sites.

In child sites that Admin users are allowed to manage, Admin users can create Admin users, users, Execute-only users, and Read-only users using the Sites page. To create users in a parent site, use the Users page. See Create a user in a site using the Users page.

To create a user in a site using the Sites page:

1.   When signed in as a Super user, or as an Admin user who can manage child sites, click Sites on the navigation bar.

The Sites page shows existing sites.

2.   In the list of sites, find the site where you want to create a user. Open the site by clicking its row.

3.   Click the Users tab.

4.   Click Create New User.

5.   On the User Info tab, in the Email Address (Username) box, type the user’s email address.

The user will sign in to Portal using this email address.

6.   In the First Name box, type the user’s given name.

7.   In the Last Name box, type the user’s surname.

8.   In the Role list, click the type of user you want to create: Admin, User, Execute Only or Read Only.

9.   If you are signed in as a Super user, in the Site list, click the site where you want to create the user.

10.  In the Password and Confirm Password fields, type the user’s password for signing in to Portal.

11.  To require the user to change his or her password after the first sign-in, select the User must change password check box.

12.  Click Create.