Adding a User

To add a user

1	Sign on with a profile that has a Customer Admin role.

2	Click the Administration tab > User.

A list of users opens.

3	Click Add.

4	Type or select the needed Information:

In this field:	Type or Select...
*Login ID	The user’s login ID
*Password	A temporary password for the user. The user is prompted to change this when she or he opens Inovisworks.
*Confirm Password	A temporary password for the user.
Password Rule	The rule you need to set for this password. Example: Maximum length, maximum attempts, etc.
Time Zone	The time zone for the user.
*Role	Select one of the following: Customer Admin Customer User Account Admin Account User For a description of each role, see “Roles and Functions” on page 19.
*Account (PSN)	Any Accounts (PSNs) assigned to this user. Click the selection box beside each account you need.
Make Cross-Reference Tables Editable	For the Cross-Reference Table premium service: If selected (default), the user can edit information in cross-reference tables. Deselect this option if you want the user to be able to view information in cross-reference tables, but not to edit it.
Filter Sender TP Cross-Reference Errors	For the Cross-Reference Table premium service, the sender trading partners for which you want the user to view cross-reference table errors.
Filter Receiver TP Cross-Reference Errors	For the Cross-Reference Table premium service, the receiver trading partners for which you want the user to view cross-reference table errors.

5	Type or select the contact information for the user.

First Name, Last Name, and Email Address are required.

6	Click Add User.

A message confirms the user is added to the account(s).

7	On the Confirmation page, click Done and the list of users, including the one just added, is shown on the Administration tab.

View or print a User Guide PDF

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