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 security roles, application profiles (for Knowledge Management and Configuration Management modules), and capability words.
    • Select security roles, application profiles and capability words.
  4. Create a startup menu for the user.
  5. Create a menu record for the user.

Related topics

Adding users
Controlling user access and security
Creating operator records
Defining named users
Operator passwords
Operator records
Operator templates