Contents of the User Page
Use the contents of the User page to create or modify a user under your account.
Header Toolbar Contents
The following options are available on the header toolbar of the User page:
| Item | Description |
|---|---|
|
Page Title |
This displays the name of the page that you are currently viewing. |
| Cancel | Click this button to cancel setting up or modifying the user and return to the User Management page. |
| Save | Click this button to create a new user or save changes that you made to the user. |
Page Contents
The following table shows the available fields that you can use to enter information about a user:
| Field | Description |
|---|---|
| First Name | Enter the user's first name. |
| Last Name | Enter the user's last name. |
| User Email | Enter the user's email address. |
| Permissions | Select the user's permission/access level from the following options:
For more information, see User Permissions. |
| Discipline | Select the user's discipline.
For more information, see Disciplines and Professional Roles. |
| Role | Select the user's role or position.
For more information, see Disciplines and Professional Roles. |
| Account Admin | Select this option to assign the user as the
designated account administrator for your
BPM.
There is only one designated account administrator in each company account. The designated account administrator has the highest platform permissions in your BPM to address special administrative and technical concerns. When you assign a user as the designated account administrator, the current designated account administrator loses the account admin privilege. |
| Status | This displays the user account's status.
For more information, see User Status. |