Use the following procedure to create new users. Once created, you can assign them to groups and give them access to one or more of your web sites and/or site groups.
Note: Hosted clients have users that use ACTIVE Passport to sign in:
If you are creating a user for someone who already has a Passport account, follow the instructions below and enter the user’s Passport email address in Login Username.
If you are creating a user for someone who doesn't yet have a Passport account, follow the instructions below and enter the email address that they want to use as their Passport email address in Login Username. The email address they give you should belong only to them because Passport requires a unique email address for each account. After you have set up the ACM user, have the user click Join now on the Passport page to set their password and to set up their Passport account.
From the Settings menu, select User Manager.
Click Add User.
Select the Active checkbox if you want the user to be active. If you have external people applying for user accounts on your site and you don't want their accounts automatically activated, clear the checkbox.
Leave the Locked Out checkbox clear. You only select this if you want to keep someone from accessing your web site.
If this user is to be a public
user with limited site access, select the Public
User checkbox. If you select the Public User option, the groups
that you can add the user to will be limited to public access groups,
which will be displayed on the Groups
tab.
User accounts created with the Application Form page set to Public
Accounts will automatically have the Public
User checkbox selected.
Enter the first, middle, last and preferred names.
Note: Preferred Full Name is the name the system will use to identify the user.
Enter a Login Username. The system does not allow duplicate user names within the same site group. If the users are in different site groups, their usernames can be the same.
Add the Preferred Email for this person.
Skip
to the Site
Group field and select
the applicable site group for this individual. If this user will be
performing functions in more than one site group, be sure to select
(none)
here. After you save the new user,
you will be able to assign them to various roles across site groups,
using the Groups
tab.
For more information see Site groups
overview.
Note: Sites groups are available only to certain customers.
Enter and confirm the user's password.
Note: Passport users set their password themselves in Passport. However, the password fields in ACM are required: enter dummy values.
Click Save. The Personal Information and Groups tabs are displayed.
Complete
the fields and questions on the Personal
Information tab. The items that appear on this tab come from
the User Profile tab of the
Global System Variables.
Note: If you selected a specific site group in step 9. above,
the Site Group "XXXXXXX"
Managers checkbox will be displayed on the Personal Information
tab. If this person is a manager for the site group they belong to,
check this checkbox, otherwise leave it blank and select one ore more
of the other groups displayed below on this tab.
On the Groups
tab, assign the user to the desired groups, sites groups and roles,
and click Save. Groups displaying
a large blue P are public
access groups which are for Public
Users only.
If you have not created groups yet,
click Save to save the user
record, go to the Group Manager to create groups, and then assign
users to the groups while in the Group Manager.