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Users

Create new users

You can create and add new users to your account in the Create Users screen. To access the Create Users screen, select
Create Users
 from the Action Bar in the Users tab. Do the following to create a new user.
note
There's a timeline at the top of the screen that you can follow during this process.
  1. Select Method
    : Select the method you want to use to create the user names then select
    Next
    .
    • Generate from Email Addresses
       - Enter a list of email addresses in the text box and the system will try to generate user names and full names from the provided email addresses.
    • Generate User Names
       - This will create a random set of user names. You can select the number of users you want to generate, along with the prefix to start the user name with, and select an option of either using a random method or using a sequential method with a number of your choice.
  2. Edit Users Information
    : For each user you create, enter the user information, including user name, first name, middle name, last name, email address, privileges, location, and cost center. Select
    Next
     when you're done.
  3. Model User
    : Select the method you want to use for a model user then select
    Next
    .
    • Checkpoint Preferences
       - You can copy the Checkpoint preferences from a user or you can choose to retain the default Checkpoint preferences.
    • Orders & Group
       - You can either copy the orders and group from another user or let a default orders and group remain.
    note
    You can skip this step and not choose a model user. Select the
    Next
     to go immediately to the next step.
  4. Assign Groups
    : Select the group for each of the users you create then select
    Next
    .
  5. Select Orders
    : Select the orders for assignment by using the checkboxes then select
    Next
    .
  6. Assign Orders
    : Assign the user to orders by selecting the checkbox for the order you want to assign them to then select
    Next
    .
    note
    • Each order header will display the number of remaining users you can assign to it.
    • If you assign an order to too many users, the heading will show with a red background and you'll get an alert when you try to move to the next step.
    • You'll have to correct the assignments before you can move to the next step.
  7. Confirm
    : Review the new user information. If the information is correct, select
    Confirm
    . If not, go back and change the information using the timeline at the top of the screen. Select the step to go to it.
  8. Notify
    : If you want to notify your new users with an email containing their user names, select the
    Send E-Mail?
     check box next to the user information.
Your new users have been created!
Select
Home
 to return to the Checkpoint User Administration Home screen.

This article applies to:

  • PRODUCT: Checkpoint User Administration (CUAS)
  • Subject: User account