Process Roadmap: Creating a user

This page provides an overview of the process of creating a user in the User Administration application. Before anyone can use Unifocus software, they must be added and registered as a Unifocus user. This process entails adding the user, assigning the user to a group, configuring user-level permissions, activating the user, and inviting the user to register. The user then responds to the invitation email, registers to use the software, and creates a password.

Note: Steps 1 through 5 are performed in the User Administration application. Step 6 addresses the action that users must take to register for their Unifocus software products.

Click the links in the Action column to go to the procedure help page for each step.

Step	Action	Overview
1	Create a user	Adding a user on the User Administration screen creates an account for the user. In the left menu pane, select Manage Users (). Select Add User (). The Add User dialog box appears. Complete the fields as necessary. Select OK.	The user account appears in the User Administration application. Once a user is added, you can assign the user to a group, configure user-level permissions, activate the user, and invite the user to register.
2	Add the user to a group	Adding a user to a group will grant the user all of the permissions assigned to that group. Property admins cannot be added to groups. In the left menu pane, select Manage Users (). From the User Accounts list, select the user to add to a group. Select the Group Memberships tab. If necessary, use the Select a property menu to change the property and/or the Search () field to filter the tree menu in the table. For more information, see Working with the User Administration screen. In the Is a member column, select the check box for the group you want to add the user to.	The user is added to the group and inherits all permissions that are assigned to the group.
3	Configure permissions for the user	To override permissions set at the group level, use the tabs in the Manage Users view for the user. In the left menu pane, select Manage Users (). From the User Accounts list, select a user. In the right pane, configure the tabs as necessary. For instructions on working with each tab, see the following topics: Configuring action and application access for a user Setting data permissions for a user Defining an approval level for a user in User Administration Working with labor structure permissions for a user Working with budget line access rights for a user	Once activated and registered, the user will be able to access the screens and data specified in their permission settings.
4	Activate the account	A user's account must be active for the user to log in to the Unifocus software. In the left menu pane, select Manage Users (). From the User Accounts list, select a user. Select Activate User.	The user is active in the system and can be invited to register for the software.
5	Invite the user	After you add, set up, and activate a new user account, send an invitation email to the new user. In the left menu pane, select Manage Users (). From the User Accounts list, select the user that you want to invite. Select Send invitation email.	A welcome email is sent to the email address associated with the user. From the email invitation, the user can register for the software. Note: If you have not already activated the user, sending the invitation email will automatically activate them.
6	Register to use the software	The welcome email prompts the new user to register. They create a password and log in to their account. Note: Passwords are no longer created or managed by Unifocus user administrators. The user creates their own password when they click the link in the invitation email. If the user forgets their password, they can reset it by clicking the Forgot Password link on the Sign In screen.	The user is registered and can log in to their Unifocus software products.