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Creating a User

The User Details page enables you to define properties for creating a new user. This page is available only for users who are authorized to perform administrative functions.

You can now specify the type of user that you want to create (EMS/Channel Partner). However, this functionality works only if the following conditions are false.

• The master key is unplugged and multiple batch codes are present in the EMS database.
• The master key is plugged and either channel partner module has expired or is not present in the master key.

To define the properties of a new user:

• In the User ID field, enter a name for the user. This name is used to log on to Sentinel EMS and must be unique in the system.
• In the Email field, enter an email address for the user.
• In the Password field, enter a password between 6 to 30 characters in length.
• In the Confirm Password field, enter the password again.
  You can change your password later on. You can also change passwords on behalf of other users.
• To specify an expiry date for the user:
  • Clear the Expires On check box.
  • Click the text box and select an expiry date from the calendar widget.

  By default, the Expires On check box is selected to ensure that the user does not expire.

• To associate a channel partner with the user:
  • Select the Channel Partner check box.
  • From the drop-down list, select the channel partner that you want to associate.

  By default, the channel partner check box is cleared to enable you to create an EMS user.

• To prevent a user from logging on to the portal, clear the Login Allowed check box.

  By default, the check box is selected to enable the user to log on. Post successful login, existing customers will not be available and channel partner user and they need to add new customers.

• From the Language drop-down list, select the default display language for the user.
• Enter Ref ID 1 and Ref ID 2 if required (maximum 250 characters). You can enter information that identifies the user in a different system, for example, a user ID in your company's ERP system.



• (EMS user only). On the Associated Roles pane, select the Role(s) that you want to assign to the user. The user must be assigned at least one role.



• (EMS user only). On the Associated Batch Codes pane, select the check box(es) for all the Batch Codes for which you want to grant permission to the user. A User must be allocated at least one batch code.
• Click Save.