Administer > Application Setup > Adding users > Checklist: Adding a new user

Checklist: Adding a new user

To add a user, follow these steps:

  1. Create a contact record for the user.

    Caution You cannot create an operator without a contact Id.

  2. Create an operator record for the user.
  3. Select security settings for the user.

    Do one of the following:

    • Select a user role, which includes predefined application profiles and capability words.
    • Select application profiles and capability words, which lets you manually select security settings for each application.
  4. Create a startup menu for the user.
  5. Create a menu record for the user.