Create a New User Account

Your Workflow user account or group membership must have the following permissions to create a Workflow user account unless your user account has the Make this user a Super Admin setting selected:

• Users: Create Users

• Users: View Users

See the Users permissions or ask your Workflow Administrator for assistance.

Before creating a new Workflow user account, verify that a user account using the email address you intend for a new user account does not already exist. Workflow user accounts must use a unique email address from all other user accounts to send notifications or emails. If you attempt to create a new Workflow user account with an email address already used for an existing user account, Workflow indicates below the Email field.

Furthermore, if you attempt to create a new Workflow user account with an email address that is already used for a deleted user account, Workflow notifies you that a deleted user account uses that email address. Optionally, restore the Workflow user account that uses that email address by clicking Yes from the Deleted User Found screen.

Follow these steps to create a new Workflow user account:

1. View all Workflow user accounts. The Users tab displays.

2. Click the +User button. The Create User screen displays.

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3. In the Username field, enter the username associated with the Workflow user account. This is a required field.

4. In the First name field, enter the first name of the person associated with the Workflow user account. This is a required field.

5. In the Last name field, enter the last name of the person associated with the Workflow user account. This is a required field.

6. In the Job Title field, enter the person's organizational job title associated with the Workflow user account.

7. From the Status drop-down menu, select the status of the Workflow user account using one of the following options:

   • Active: An Active Workflow user account is one in which a person can use it to log in to Workflow.

   • Inactive: An Inactive Workflow user account is one in which a person cannot use it to log in to Workflow.

8. In the Email field, enter the unique email address associated with the Workflow user account. Workflow user accounts must use a unique email address from all other user accounts. This is a required field.

9. In the Password field, enter the password associated with the Workflow user account. Passwords must be at least eight (8) characters long. Password special characters are recommended. Password validation indicates how strong your password is if you enter a new password.

10. In the Confirm Password field, confirm that the password matches that entered into the New Password field. Password validation indicates if the New Password and Confirm Password values do not match.

11. Click Save. The following message displays: The user was successfully created. Furthermore, the Information tab displays for the new Workflow user account to specify which Workflow groups and/or permissions to assign the new user account. See Edit a User Account.