Create New User

The Create New User page enables you to create a new user account. The user account defines general user information as well as user entitlements, such as the accounts available to the user and functions they are entitled to use.

The fields displayed on this page are based on whether the user groups feature is enabled for your company by your financial institution. If user groups are enabled, you will add pre-defined entitlements to the new user account. If the User Groups is not enabled, the fields to defined entitlements for the user are displayed.

The following topics describe the fields, based on whether you are assigning entitlements individually or by user groups:

Create New User (individual user))
Create New User (user groups))

Note: Depending on financial institution's configuration of the company, additional approval by a second CSA may be required before the change takes effect.