Add a New User

Tip:  See how to register a contact as a portal user for a shortcut to use the contact information to register site users.

1. Go to Users under Site Setup.
2. On the Users table, click + Add New User.

3. Enter the Email, First Name, and Last Name of the new user.

4. In the Add to the following groups section, assign group(s) to the new user if necessary.  Note:  The number of Site Administrators should be limited because it is a powerful permission.  Site Administrators can add users and groups, change portal settings, and add/edit/delete content.
5. Alternatively, if the new user is an existing contact, click the Add from Contact button and select the appropriate contact from the drop-down list.

6. Click Register.  The new user is now added to the Users table with the status "(This account is not linked) - 30 days until removal", which remains until the user has linked to the portal (Step 2 of the registration email) or the 30 days limit has passed and the account is automatically deleted.
7. After clicking Register, a registration email is sent to the user with instructions to activate the new account.  The email includes:
   • The email address of the newly registered user.
   • The name of the portal or website.
   • A list of the login options the user can use to sign in to the site.
   • A link to create an IMS Login Service account if the user does not have one of the login accounts listed (Step 1).
   • A link to connect/link the user's login account to the portal (Step 2).

Note:  The user has 7 days to activate the portal account, after which the activation link expires and the user must contact the Site Administrator for reactivation.  The Site Administrator can use the Re-register feature to send a new registration email to the user.

Refer to the User Registration Frequently Asked Questions for more information.