Create and Add a New User to a Company

Users are almost always associated with Companies. Therefore, creating a user in the Company Directory is quicker than from creating users from the User Directory since you can create the user and associate them with a Company at the same time.

To create a new user in a Company:

1. Search for the Company you want to create a user from. For steps to search for a company, see Search for a Company .
2. On the Company Edit page, in the Contacts section, click Create New User.

   

   The User Edit page displays.

   Note: The Company's contact information has been automatically copied to the User's profile.

3. Populate the user's information:
   1. General
   2. Contact Information
   3. Discipline and Trade
   4. Preferences
   5. Log In & Password
   6. Access
   7. Extra Addresses
   8. Signature
   9. E-mail Subscriptions

4. Click .