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Creating a new user

As a Control Center system administrator, you can create new users at your organization. When you create a new user, you must also give permission for role-based functions (e.g., billing, repair, ordering) and assign at least one account to the user. Without roles or accounts, the user will be able to log in, but will not be able to do anything in Control Center.
 

As a system administrator, you can also add an existing user, change a user's permissions, and assign accounts to a user. (If you're not a system administrator, find out who can make these changes in your organization.)

 

After you create a profile for a user, they can update their profile (contact information) as needed.

To create a new Control Center user:

  1. Click Admin, then click Users.

    Control Center lists the users for your organization. (Users with the blue outline of a person and gear icon next to their names are system administrators.)
Admin > Users
  1. Click Create New User.
Create New User (showing User Details tab)
  1. Fill in the profile information for the new user.

    Control Center checks the information as you enter it. You may need a couple tries to find a username that isn't already used by someone else.
  1. When you've filled in the profile, click Save & Continue.

    After you create the user, Control Center sends two emails (to the address you provided): one with the username and login instructions, one with a temporary password. The emails also include your oranization's Control Center system administrators for reference.
Create New User (showing Account Groups tab)
  1. From the list of account groups, you can assign select groups or all groups at one time to the user: 

    • To assign one account group to the user, slide the toggle for the account group to the ON position (in the My Available Account Groups section).

    • To assign all groups to the user, slide the toggle for the account group to the OFF position. (To move all unassigned accounts to the My Available Account Groups section.)
  1. Click Save & Continue.
Create New User (showing Accounts tab)
  1. From the list of accounts, you can assign select accounts or all accounts at one time to the user: 

    • To assign one account group to the user, change the toggle for the account group to ON (in the My Available Account section).

    • To assign all groups to the user, change the toggle for the account group to OFF. (To move all unassigned accounts to the My Available Account section.)
  1. Click Save & Continue.
Create New User (showing Permissions tab)
  1. Change the toggles and sliders to set the permissions for the user:

    • To designate the user as a system administrator, change the Customer System Admin (CSA) toggle to ON. System administrators have access to all permissions.

    • To turn permissions ON and OFF for a whole section (e.g., Billing), change the toggle on the gray bar for the section.

    • To turn individual permissions ON and OFF, change the permission you want to assign on the row for that permission. (Hover over the question mark on the far right of the line for that permission.)
  1. Click Complete & View Profile.