Creating a User Account

Overview

This article provides instructions on how to add users to the organization.

Information

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These are the steps to create a user:

1. Log in to the ResponseTek portal.
2. Go to Tools - User Manager.

   
   
   

1. Click Add New User from the main screen.

   
   
   

1. The Add New User window is displayed. Complete the required fields:
   • Email: the email used by the user. If they have more than one, inform them which one is registered in ResponseTek.
   • Username: it is used to log in to the ResponseTek Portal and must be unique.
   • First Name
   • Last Name
   • Role: the role that will determine access to solutions
   • Allow actions to be assigned to this user: this option allows you to assign actions from your ResponseTek Portal based on feedback alert rules or created and assigned from one user to another.
   • Mobile Reporting: check this option to allow the user access to the reporting portal from a mobile device.
   • Insight Library: check this option to grant access to the Insight Library.
   • Default Language: if there is more than one language available, you can choose which one will be the default for this user.
   • The last checkbox indicates if the user will receive the Welcome Pack.

     
     
     

1. Click Save.
2. After the user is created you are prompted to complete the setup for Solution Restriction, Hierarchy Accountability, and Hierarchy Restriction.
   
   NOTE: Make sure that the user has access to at least one Solution either via the Role level restriction settings, or the User level.

Related KB articles

• Resetting a Password Using the User Manager
• Locking and Unlocking User Accounts
• <supportagent>How to Whitelist an IP Address</supportagent>