Creating New Users
To create a user, you must be signed in as an End User Administrator.
- Select Profile > System Users.
- Click Create to open the Create System User dialog box.
- Enter the following required fields: Name, Email Address, and Role Name. Refer to the table below for descriptions of each field.
- Click Save when you're done. A new user will be added to the System Users list.
After you create a user, the next step is to invite the user to the Pharos Cloud system. Newly created users will not be able to log in to the Pharos Cloud until they are invited.
Field Name | Description |
---|---|
Name | The name of the user. This is a required field. |
Email Address | The user's email address. An invitation to log in to Pharos Cloud will be sent to this email address. The user will be asked to set a password to activate their account. This is a required field. |
Role Name | Access to Pharos Cloud is based on the roles that are assigned to users. From the drop-down list, select the appropriate role for the new user. For more information, see Assign User Roles. This is a required field. |
Title | The user’s title. |
Address | The user's address. This information is stored as contact details if required by the Administrator. |
City | The city in which the user is located. |
State | The state in which the user is located. |
Zip Code | The zip code associated with the user's address. |
Phone Number | The user’s telephone number. |
Next Step: Invite Users