If you have many users and you want to find a specific user you may have to use the search box at the top of the user list.
This will open a User Details form that will need to be completed to set up the user. The user details required are as pictured.
If you need to create a large number of users at once it's possible to do this by using the Bulk Import process.
You users should be contained in a CSV format with data contained within quotes. See the example below and on the screen for more detail. The example file format is as follows:
# Comments can be present. Starting with a # only. Blank lines will also be skipped. # First Name, Last Name, Initial, Salutation Code, Language Code, Time Zone Code, Email Address, UserName, Password, Role Code "Bob", "Jones", "A", "MR", "EN", "", "bob.jones@company.com", "bob.jones@company.com", "password", "YFADMIN" |
From here you will be taken to the User Details page where you can make adjustments to their account.
You will then be prompted to confirm the remove of the user on a separate page.