When you have many users who will be granted same type of system privileges, you can create a role, grant those system privileges to the role and then, assign that role to all the users who need to be granted those system privileges.
To start creating a user, click Add User button. The page will be refreshed having blank entry boxes to fill in the details of new user being created.
Specify a unique User Name. You can use alphabets, number, dot, dash, @ and underscore to make a user name. Specify password in Password text box and confirm by typing in the same password in Confirm Password text-box.
Specify User Description to give some details of the user, for example when you create a common user name that will be used by multiple individuals you may add the group detail in this text-box.
Grant system privileges to the user by checking corresponding check-boxes under System Privileges. Instead of individually granting system privileges to every user, you can also create a role having those privileges, and add that role to the user being created.
If you want to add a new role or user having most of the system privileges like another user / role, you can reduce your creation efforts using Add Like. Select the user / role and then click Add Like button. Page will be refreshed having system privileges selected like the selected user / role.
Set Data Restriction for the user to provide him/her with a limited set of values to choose from while running a report. Refer “HowtoSecureDatainIntellicus.pdf” for more details.
Click User Preferences button to setup user preferences like portal preferences, email ID, user’s default data connection. To know more, refer the Preferences under Organization section.
To start creating a role, click Add Role button. The page will be refreshed having blank entry boxes to fill in the details of new role being created.
Specify a unique Role Name. You can use alphabets, number, dot, dash, @ and underscore to make a user name. You can also enter the Role Description if you wish to.
Grant system privileges to the role by checking corresponding check-boxes under System Privileges. When you will select this role for a user, he/she will inherit all the privileges granted to the role and so will be able to access corresponding functionalities.