Creating Users (CLTX804)

To create new Users, follow these steps:

Step 1            Log into CRM

Step 2            On the landing page, click on Administration from the main menu

Step 3            Hover over Permissions

Step 4            Click on the Users sub-category

Step 5            To add a new user, click the green Add New button

Step 6            Fill in the User Detail fields:

• • • • • • Email Address
          • Username

Note: The username is character/alpha numeric specific and must be unique.

• • • • • • First Name
          • Last Name
          • Phone Number (optional)
          • Password and Confirm Password

Note: The password requirements are managed within Password Settings.

• • • • • • Default Product

Note: The Default Product field will only appear if more than one Marquis Product is enabled within the platform. It is used to identify which product the user login should open up into when logging in.

6.1                  Place a checkmark in the Require Password Reset to enforce changing the password at next login

6.2                  Place a checkmark in the Active box to enable the user login

Step 7            To add an image to the user, click on the image icon located above the email address field

7.1                  Click in the center to browse out to select an image file

7.2                  Use the blue square to crop the image to the desired look

7.3                  Click in the center, hold and drag to set the center of the image

7.4                  Once placement and look is set, click the Save button

Step 8            Click on CRM within the User Administration menu

8.1                  Click on the role within the list

8.2                  Click the single right arrow to select the highlighted role

8.3                  Repeat if more than one role applies to the user

8.4                  Click the double right arrow to move over all roles

8.5                  To remove a selected role, click on the role within the Active Role List

8.6                  Click the single left arrow to move it back to the list

Step 9            Click the Institutions tab

9.1                  Click on the institution within the list

9.2                  Click the single right arrow to select the highlighted institution

9.3                  Click the double right arrow to move over all institutions

9.4                  To remove a selected institution, click on the institution within the Active Institutions List

9.5                  Click the single left arrow to move it back to the list

Step 10         Click Save to create the User account

Note: The institution must be selected in order for the user login to have access to the data within CRM.

After saving a new user, the Configuration tab will display to apply default settings

Step 11          Click on the Configuration tab

11.1                Click on the institution in the list

11.2                Click the drop-down arrow for Branch to select a default branch

11.3                Click the drop-down arrow for Officer to select a duplicate user, if one exists

11.4                Click the Save button

Article Reference: CLTX804