Add Users

Required system privilege: View/Add/Edit Users.

1. In Reporting and Analytics, click the side navigation menu, click Administration, and then click Users.
   1. If you enabled Inventory Management after the 20.1 release of Reporting and Analytics, you must sync users. Click Sync Inventory Users and then click Sync. You can then follow the steps below to add new users to Reporting and Analytics.
2. Click Add User.
3. Enter the user’s name, a unique user name, and email.
4. Select language, country, and time zone options from the drop-down lists.
5. Select a Role for the user and their Enterprise Level or Location.

   Note:

   • The enterprise must be provisioned for Simphony Inventory to add that role to the user.

   • If you unassign the Simphony Inventory role from a user, this user must be made inactive in Simphony Inventory.

   • If you deactivate a user with a Simphony Inventory role, the user must be made inactive in Simphony Inventory.

6. To select a revenue center option, click All to give a user access to all revenue centers or click Selected to chose revenue centers.
7. Either click Add and Add Another or click Add and Close. Reporting and Analytics sends a welcome email to the user with a link to create a password. This link is valid for 60 minutes.
8. If you are prompted with the error message Inventory sync of user has failed. Contact your system administrator for further information, then you can manually sync users from Inventory Management. Click Sync Inventory Users and then click Sync.