Project WebSynergy Milestone 3 Administration Guide

Creating Users Under Organizations

To be done.

ProcedureTo create Users under Organization

  1. Click on the Actions button against the selected Organization.

    We are selecting Admin Organization, as it is our example organization.

    Figure 3–27 Adding Users to an Organization

    Figure illustrating adding Users to an Organization

  2. Select Add User from the menu.

    Specify the name and other details for the user.

    Figure 3–28 Creating a User (belonging to Organizations: Admin Organization)

    Creating a User

    By default, the user is assigned to the same Organization.

  3. Click Select to add the User to other Organizations.

    Figure 3–29 Window to select Organizations

    Window to select Organizations

  4. Click on an Organization, to add the User to the Organization.

    In our example, we are selecting Admin Location.

    The user is added to the selected Organization.

    Figure 3–30 Creating a User (belonging to Organizations: Admin Organization & Admin Location)

    Creating a User

  5. Click Save.

    You can specify a password, and can set Regular, Community, and Organization roles for the user.

    Figure 3–31 The User (Joe Smith) is created

    The User (Joe Smith) is created