Creating users by using next-generation Order Hub

As an administrator, you can create users by using next-generation Order Hub.

1. Log in to next-generation Order Hub.
2. Select Security > Users.
3. Create a user that is similar to an existing user by following the steps.
   1. Search for the user that is similar to the one that you want to create. For more information, see Searching for users and viewing user details by using next-generation Order Hub.
   2. Check the checkbox next to the User ID.
   3. Click Duplicate user.
4. To create a new user, click Create user.
5. Enter the details for the user that you want to create.

User ID

Enter the user ID that the user uses to access the system.

User name

Enter the user's name.

Password

Enter the password that the user uses to access the system.

Locale

Select the locale from the drop-down menu that best represents where the user is located.

Department code

Select the department code to associate with the user from the drop-down menu.

Organization

Select the organization that you want to assign to the user from the drop-down menu.

Team

Select the team that you want to assign to the user. For more information about teams, see Defining teams

Note: The list contains the teams that are configured for the organization that the user belongs to and the parent organization, if applicable. After you edit the teams, clear the database cache.

Password policy

Select the password policy that you want to associate with the user from the drop-down menu.

Menu group

Select the menu group that represents the menu options that you want users to see when they log in to the system.

Primary user group

Select the primary user group for the user from the drop-down menu.

Max customer assignments

Enter the maximum number of customers that the user can be assigned to manage.

6. If the user is active in the organization, select the Active checkbox. Inactive users cannot log in to the system.
7. If the user supervises personnel, select the Supervisor checkbox.
8. Click the edit icon that is next to Contact address and enter the user name, address, and contact information.
9. Click the edit icon that is next to Billing address and enter the user name, billing address, and contact information.
10. To subscribe the user to various user groups, select the check boxes of the user groups that you want to assign to the user. The user groups that you checked move from Available to Subscribed.
11. Save the user that you created by scrolling to the top of the page and clicking Save.