Administer > Application setup > Self-service > Creating self-service users > Create a self-service user from an existing contact

Create a self-service user from an existing contact

Applies to User Roles:

System Administrator

To create a self-service user from an existing contact, follow these steps:

  1. Click System Administration > Base System Configuration > Contacts.
  2. Use search or advanced search to find one or more records.
  3. Select a contact record.
  4. Click More or the More Actions icon above the form of the contact record, and then click Create Operator.
  5. Select Self Service User for the operator type, and then click Next.
  6. Click Save.
  7. Click OK.

Note The self-service user name is the user's email address.

Related topics

Master data records
User roles
Self-service
Creating self-service users
What is a self-service power user?

Add a user role record
Delete a user role record
Search for a user role record
Create a self-service user
Create multiple self-service users from a contact list
Grant self-service access