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Article Information
KBID
464
Date Created:
2/7/2022
Date Modified:
5/28/2026
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Related Content
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To add a new user
Required Role:
User Editor
Click "Users" from the left navigation menu
Select Active Users from the drop-down menu
Click on the Quick Add button to open the Create User modal
ADD USER - QUICK ADD OPTION
*MAY NOT BE AVAILABLE IF LOGIN IS BEHIND ONLINE BANKING
The administrator enters a first name, last name, and email address
External Identifier is optional and is normally used as a unique identifier for SSO access or account linkage to another application
If the user is being assigned any administrative roles select them from the Application Roles drop-down list
The user defaults to the Everyone group.
To assign the user to a different group, if feature is enabled for your organization and additional account groups have been created, click the Group Association drop-down list and choose the appropriate group for the user
Once all the fields are complete click "Create" to complete the user setup. The user will receive a Welcome email containing a link to complete the account setup
Related Content
Add a New User
Add a New User - Full Add
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Email
Password
Forgot Your Password?
Forgot Your Password?
Email
Email:
Security Question:
Security Answer:
Favorite Color:
WARNING:
If your Security Question and Favorite Color do not match what you entered at registration in
DO NOT CONTINUE
and contact us immediately.
Email
Please enter your email address.
Please enter a valid email address.
Confirm Email
Please enter your email address.
The email addresses entered don't match. Please correct.
Password
Password not entered
Please choose a password composed of 6 to 20 varied letters, numbers and special characters, without whitespace characters or any of the following special characters: ' " / \ < >
Retype Password
The retype password must be the same as new password to confirm your password change. Please re-enter the retype password.
First Name
You must supply a first name.
Last Name
You must supply a last name.
Birthdate
(mm/dd/yyyy)
You must enter a birthdate.
The birthdate entered is invalid.
The birthdate entered is invalid.
Company
WARNING:
Password Security Question
Name of High School graduated from
Last name of favorite teacher
Son's middle name
Daughter's middle name
Pet's name
Square footage of home
First girlfriend's/boyfriend's name
What city were you born in?
On what street did you grow up?
What is your mother's maiden name?
What was your high school mascot?
Password Security Answer
You must provide an answer to the password security question in order to recover your password if lost.
Favorite Color
To improve security, you must provide a favorite color.
Terms of Use
I agree to the terms of use.
Your inquiry is being encrypted to protect your privacy.