This section describes how to enter general user information, including the user's name and access, and modification privileges.
- In the General step of the User Wizard, enter the following information.
- First Name: The user's real first name.
- Last Name: The user's real last name.
- Owner: The owner of the new user. The owner is able to change the security permissions for the user.
- Type: The user type. Choose one of the following two types:
- User: Has login and use privileges in the system.
- Contact: Is not a user; cannot log into the system; cannot be an owner/manager of other system components. A contact can be assigned to an item in the item workbook.
- License Type: The license type for the user. Depending on the system installation, one or more of the following types are available:
- View Only: The user can (only) view the data in the main end-user modules; Investor, Scorecard, Workbook, Forms, Dashboards, To-Do and Processes and Workflows in the Guide pane.
- Forms Only: The user can view and use the Forms module. All other main modules are disabled (not shown). Processes and Workflows in the Guide pane are accessible although links to other modules will not work.
- Full Access: The user can view and update all parts of the system with the exception of the Setup module which is, by default, accessible only to administrators.
- Click Next to proceed to the next step of the User Wizard.