Adding a User

To add a new user, follow these steps:

1. From the Create or Edit Users page, select Add . You see the Create New User page.

2. In User name, enter a unique user name that the user will use to log in to Syntelate Studio.

   Note: Check the User name carefully. You can’t edit this after you have created the user!

3. In Display Name, enter the name by which the user will be known in Syntelate Studio.

   EXAMPLE 

   Jack’s User name is “inisoft_Jack”, but his Display Name is “Jack”.

   Let’s say Jack is editing a record in Syntelate Studio: a message gateway configuration. Emily now comes along and tries to edit this record, but she can’t because the record is locked. It shows as being locked to “Jack” (Jack’s Display Name).

   Tip: Unlike User names, Display Names don’t have to be unique. However, if you have two different users with the same first name, you may want to include their surname in their Display Name. Otherwise things could get confusing!

4. In Email, provide the user’s email address.

   Note: The same email address cannot be used by more than one Syntelate Studio user.

5. In Password and Confirm New Password, create and confirm the user’s password.

   Note: Passwords must be at least 8 characters long and contain:

   • An uppercase character
   • A lowercase character
   • A number
   • A non-numeric character
6. Specify whether the user should be active or dormant. (By default, the Active option will be selected.) If the new user should be dormant (not yet able to log in), click No for Active.
7. Assign one or more universes to the user. Select all that apply.
   

   Note: When you assign universes to a user, you ensure the user can only see the parts of Syntelate XA that they should see.

8. Assign one or more roles to the user. Select the appropriate check boxes.

   Note: You can also assign roles to a user when adding or editing a role.

9. Save the user configuration.

10. Tell the user their User name and Password so that they can log in to Syntelate Studio.