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- Click the New Internal User link in the Administration tab. This will open the New Internal User page.
- Type the user login ID, number, first and last name, email address, and password in the appropriate fields contained in the User Attributes section of the page.
- Select a Status for the user:
- Active: The user account is active and is not set to expire.
- Inactive: The user account is currently inactive, but can be activated by the administrator at a future date. Users with inactive accounts cannot log in to Approval Manager.
Note: The Status field is used primarily for Approval Manager users. Job Manager Users should be created with the default status of "Active".
- To assign the user to a Group, click the check box from the Belongs column next to the appropriate user group name(s) in the Group Membership grid. Users may also be assigned to groups during the creation process of the user groups. When assigned to a group, the user will inherit the permissions set for the group.
- Complete any additional fields that will be helpful to you in defining the internal user.
- Click Add (
). This will add the new user to the database and display the entry in the groups/users grid of the window. - Repeat this process for each additional user you would like to define in the Job Manager system.
At this point, at least one user has been added to the Approval Manager system and the internal user setup is complete.