Assigning a product to a Global user

The Assign Product action item on the Global Users page lets you assign global users to a product.

1. Select Users from the menu bar.
2. In the upper left, click Global Users.
3. Select the sponsor company from the Current Sponsor Company drop-down list.
4. Select the checkboxes to the left of the user to assign a product to.
5. From the Select drop-down list, select Assign Product.
6. From the Product drop-down list, select the product.
   • If you selected InForm:
     1. Select the trial version from the Trial Version drop-down list.
     2. Select the trial from the Trial drop-down list.
     3. If you need to edit the user details, make the changes in the list of Global users.
7. Associate the user with a site:
   1. On the far right of the list of users, click the + icon.
   2. Select one or more sites to associate the user with.
   3. Click Save, and then click OK.
8. In the Comments field, enter a reason for change, and click Submit.