Create Users from Employees

  1. Go to the People tab > People .
  2. Select the desired users.
    Create User menu
  3. Expand the More menu, and click Create User.
  4. Select a user name format.
    The system selects Firstname.Lastname, by default. To choose another format, select the appropriate option from the drop-down menu.
  5. Select a password format.
    By default, the system selects a random password which is of high password strength. To choose a custom password, select the appropriate option from the drop-down menu. The custom password requirement for the user will be based on the organization’s global password policy and the individual’s security roles.
  6. Check the Active box to make the user active.
    New users are inactive, by default.
  7. Select a security role for the user.
    The system gives new users the Trainee role, by default. Select the appropriate option from the drop-down menu to select a different role.
  8. Select the appropriate language for the user.
  9. Select the appropriate Time Zone for the user.
  10. Click Submit to create the user.
    Creating a user from an employee