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You can create a new user only if you are a sysadmin or superuser. 

To create a new user:

  1. In the User window, click New.

  2. In the User pop-up window, enter the basic user details such as user name, first and last names, password, email address, and so on. The user ID is automatically populated after you save the details and create the user. 

    Username and password are case-sensitive. With the password management functionality enabled, the following also applies:

    • User passwords must be a minimum of 8 characters, containing at least 1 digit and different than the last 4 passwords for that user.
    • User passwords expire after a specified period of time, defaulting at 90 days.

    • If a user enters an invalid password in excess of the site's configured limit, the user will be locked out.

    • The username cannot exceed 40 characters.
    • Required fields are denoted with a red asterisk.

  3. From the Role drop-down list, select an appropriate role for the user. For example, you can select Superuser or Manager. 

    To know more about the access permissions and powers for each role type, see User Roles and Permissions.

  4. In the Optional Powers tab, enable the optional powers for users by selecting the required checkboxes.

    Find an overview of Optional Powers for managers on the View Existing Users page.

  5.  In the Details tab, custom fields added for your users are displayed. You can update the values of the custom fields. You can create up to 20 custom fields from the Configure > System > Fields window.
  6. Click Save. The new user details appear in the table in the User window.
  7. In the Services column, double-click the note icon () to assign the services or call centers to the new user. Click OK when all required services are selected.

Uploading a Profile Picture

A default profile picture is available for each created user.

To update the profile picture:

  1. In the User window, double-click the user row.
  2. Click the profile picture placeholder.
  3. You can either upload the image by clicking Upload a file or select the profile picture from the available avatars. When you upload the profile picture file, you can use the Zoom option to zoom in on the profile picture.
  4. Click Save.

Changing Password

To change the user password:

  1. In the User window, double-click the user row. 
  2. Click the Change Password link below the profile picture.
  3. Enter and confirm the new password.
  4. Click OK. 
  5. If you are a superuser or manager, you can change the password of other users by clicking Force Password Change. 

Demo

For more information, see the Add a User demo:



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