Creating a New User

Objective

After completing this lesson, you will be able to create a production and test user.

User Administration Overview

User Administration is where you handle creating and maintaining user profiles. The Employee Administrator and Role Administrator take care of manually setting up and managing these profiles.

In the User Administration section, you can create production and test users, update employee information, assign approvers, reset Multi-Factor Authentication, deactivate profiles, and assign user roles.

This section connects employee profiles for all applications. You can set up profiles manually through the UI, use the on-demand import, schedule a job, or use Web Services integrations. No matter how you create the profile, all profile reviews will happen in User Administration.

Create a New User

Creating a user profile involves three main parts: Role(s), General Settings, and Expense and Invoice Settings. You'll need to assign at least one role and fill in all fields marked with an asterisk or a red strip. Make sure the user’s CTE Logon Name and Employee ID are unique.

To create a new user:

Steps

  1. Navigate to Company Admin > User Administration and select Add New User. You can also select Add User from the left-side admin menu.

    Screenshot of a User Administration page, highlighting the Add New User link in blue text at the top. The left sidebar menu also shows User Administration highlighted. Search and filter options for users are displayed in the center of the page.

  2. Complete all required fields and optional fields as needed.

    Screenshot of a user account creation form with sections for selecting user roles, entering general settings (name, email, login, etc.), and configuring expense and invoice settings. Buttons for Save, Save and Notify New User, and Cancel are shown at the top and bottom. Required fields are marked with a red asterisk.

  3. If you want to create a test user, select the Is a Test User? field in the Expense and Invoice Settings section. Please note that test permissions are only available when you first create the user profile. Once the account is saved, it can't be converted to a test user later on.

    Screenshot of a user creation form showing fields for role selection, general settings, and expense and invoice settings. The Is a Test User? checkbox is highlighted in the Expense and Invoice Settings section. Blue Save, Save and Notify New User, and Cancel buttons appear at the top and bottom.

  4. Select Save.

    Screenshot of a user account creation form, with fields for account roles, general settings, and expense/invoice settings. The Save button at the top is highlighted in pink.

Learning

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