<< Click to Display Table of Contents >> Creating a user - Contact only |
Access: User management > Add user
1Under Identification, select the Type of use “Contact only”.
2Enter the desired User code.
▪The user code must contain between 6 and 10 alphanumeric characters.
If you are creating a user using the Hire function, go to step 5 and click here for details.
▪Uncheck the Access to self-service box. ▪The Last name, First name and Sex at birth fields are auto populated. |
3Enter the Last name and the First name.
4Select the Sex at birth.
5If you only have one company, the Contact information heading will show. Check the box linked to the involvement type and enter the number that corresponds to the call priority in the field provided. If your business covers more than one company, you will have to complete this step later.
6Under Telephones, enter at least a cell phone or main telephone number.
▪If the main phone number field is blank, the cell phone number will be automatically copied in the field.
7Under the Communication settings, select the communication language.
8Click on Next. If you have multiple companies with us, click here. Otherwise, continue to step 9.
a)Click on Add a company. b)Select a company. c)Check the desired Role. d)Enter a number to determine the call priority. e)Click on Next and continue to step 9.
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9Carefully read the information on the screen, then click on Print letter to produce a letter containing the password and the user code that you will provide to the new user.
The temporary password is valid for 30 days. |
10Click on Finish to complete the creation.
▪If you omitted to print the letter, select the new user from the User list (User management > User list) and reset the password using the Password function (User management > User profile). The Print letter button will be displayed, allowing you to access the information to transmit to your employee.
For more information