Adding a User to an Organization

An Organization can have one or more users. One user is the primary contact, which is normally the user that created the organization. You can create and add additional users.

To Add a User

Steps

1. In the Details area for the Organization, click the Users tab.

   The Users table appears.

2. Click Add.

   A Details Panel window opens.

3. In the Name field, type the last name of the user to the left of the comma. Optionally, type the first and middle names to the right of the comma.

4. (Optional) Type a description of the user in the Description field.

5. In the First Name, Middle Name, and Last Name fields, type the first name, middle name, and surname of the user. All fields are optional.

6. Click Add to save the new object and close the Details Panel window.

7. Click Apply in the Details area for the object.