Creating a New User - Connect Platform

1. 1. Click on Organisation

   

2. 2. Click on Users

   

3. 3. Click on New User

   

4. 4. Type in First Name. This is a mandatory field.

   

5. 5. Type in Last Name if required.

   

6. 6. Type in Preferred Name if required.

   

7. 7. Type in Email Address if required.

   

8. 8. Type in Line Manager name to select from existing users if required

   

9. 9. Click on required Line Manager

   

10. 10. Type in External ID if required

    

11. 11. By default the Status will be set to Active

    

12. 12. By default the Category will be set as Person. Depending on the user you are creating you can also select Location or Function to correctly identify the user.

    

13. 13. Click on the Sub-Category drop down to make your selection if required

    

14. 14. Click on the Location drop down to make a selection if required

    

15. 15. Type in the address of the user to narrow the address list to select from if required

    

16. 16. Click on the correct address

    

17. 17. Type in a description if required

    

18. 18. Type in the cost center to narrow the list to select from if required

    

19. 19. Click on the required user Cost Centre

    

20. 20. Click on Create