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Authorize a User

Important! Verify that the user completing this task belongs to a role in which user management access is enabled.

You can authorize a user so they can log in and use the product. Before you can authorize a user, save the user as a contact.

To authorize a user

  1. Click Administration, User/Role Management.
  2. On the left, expand the User Management menu.
  3. Click Authorize Users.

    The Authorize Users page appears.

  4. Search to find the list of available users.
  5. Select the user you want to authorize and click OK.

    The user appears in the Authorized Users list.

  6. Click the Edit icon next to the user name.
  7. (Optional) Select a contact to assign a user with contact details.

    Note: If you do not select a contact, a new contact is created for the user.

  8. (Optional) Select a role to assign to the user.
  9. Click Authorize.

    The selected user is authorized to log in to the product.