- Ensure that you are logged in with the required privileges and scope to update the user.
- Activate the Users and Administrators tab.
- Under the Manage Users and Administrators section, click the Search Users and Administrators link to display the Search Users and Administrators page.
- Enter the partial or complete information of the user for whom you want to create the account ID, and click Search.
You can also click the Advanced Search link to search for Current Users based on their status (active or inactive) or their roles (GA, OA, or UA).
The Search Results page appears, with all the matches for the specified criteria.
- Click the <user name> link of the user whose account you want to edit.
The Basic User Information page appears.
Note: This page also displays the User Account Information (Account Type, AccountID, and Status) for the account types configured.
- Click Edit to open the Update User page.
- Click Next to display the User Account page.
- Select the Account Type for which you want to add the account ID.
- Specify the unique AccountID in the text box.
This combination of account type and account ID will be used to identify the user in addition to the user name. You must ensure that the account type and account ID combination is unique for a particular organization.
- Select the Status of the user account from the drop-down list.
- If required, expand the Advanced Attributes section, and do the following:
- Provide AccountID Attributes for the account ID.
Note: You can specify up to a maximum of three attributes for any account ID.
- Provide values for any Custom Attributes that are configured for the account type.
- Click Add to add the account ID.