Creating a User

Create a user to add a new user account that enables a new person (or a new number of people, if the user account will be used communally) to log into Comply Plus.

Note: While local site users can create Site users only, Corporate users can create users of all four types (Site, Corporate, Global, and Multi-Site; for details on these types, see Administration: Users > User Types). Because of this, the procedure below contains instructions for both local site and Corporate users, so be certain to follow the steps appropriate to your scope.

Also Note: One part of creating a user is selecting its user group. Therefore, before you create a user, it is recommended that you ensure the user group intended for this new user is already defined in your system. For details on defining user groups, see Administration: User Groups.

To create a user:

Starting at the User Administration page (How do I get there?), do the following:

1. In the menu on the left, under SECURITY > Users, click New User.

The User Account Creation Wizard opens.

2. Proceed according to where you are logged in:

● Local site users: Skip to step 3 below.

● Corporate users: Select the type of user you want to create. Select carefully; most user type changes are not allowed after a new user account is saved.

● Corporate User Account: A user who can login at the Corporate site only.

● Global User Account: A user who can login at all local sites.

● Multi-Site User Account: A user who can login at a selection of local sites (which you will select shortly).

● Site User Account: A user who can login at a single local site (which you will select shortly).

Then click Next >> to proceed to the next step of the wizard.

3. Enter the basic properties of the new user. (For details on these properties, see Administration: Users > User Properties.) To link the new user to a contact (recommended), select Use Contact Name and click the desired name in the contact list that appears. When all desired properties are entered, click Next >>.

The wizard proceeds to the next step.

4. Proceed according to where you are logged in:

● Local site users: The User Group menu contains all available Site and Global user groups. Select the user group where you want to add the new user.

● Corporate users: Select the data appropriate to the type of user you selected at step 2:

● Corporate User Account: The User Group menu contains all available Corporate and Global user groups. Select the user group where you want to add the new user.

● Global User Account: The User Group menu contains all available Global user groups; select the user group where you want to add the new user. Then confirm whether this new user should be Global or Multi-Site:

● To keep the Global setting: Leave the default Global access selection.

● To switch to the Multi-Site setting: Select Multi-Site access and use the Add >> button to add all sites where the user can login to the Sites this user can access list.

● Multi-Site User Account: The User Group menu contains all available Global user groups; select the user group where you want to add the new user. Then confirm whether this new user should be Multi-Site or Global:

● To keep the Multi-Site setting: Leave the default Multi-Site access selection. Then use the Add >> button to add all sites where the user can login to the Sites this user can access list.

● To switch to the Global setting: Select Global access.

● Site User Account: In the Site menu, select the site where this user will login. The User Group menu contains all Global user groups and all Site user groups from the selected site; select the user group where you want to add the new user.

5. Click Finish in the lower right.

A message indicates the successful creation of the new user account. Click OK to return to the User Administration page, which now shows the new user in the user group where you added it.