Common Components Help

AEF Help

Adding a Person

To add a person

1. Select Tools > Administration > View My Company > People.
2. Click Create New from the page Actions menu.

Or

Click Create New from the Actions menu the People page for a specific company.

3. Enter the User Name that the person will use to access the application(s). You can use whatever naming convention is standard for your company. For example, you may want to use the first letter of the person's first name followed by the last name (gwashington) or the first name followed by a period and then the last name (george.washington). Usernames are case-sensitive.
4. Add password information:
• Type the Password that the person will use to access the application(s). The password is case-sensitive.
• Type the same password in the Confirm Password text box.
5. Add Name information:
• Type the person's First Name.
• Type the person's Middle Name.
• Type the person's Last Name.
6. Add Business Unit and Location information:
• Select a Business Unit from the drop-down list.
• Select a Location from the drop-down list.
7. Specify the Company Representative status, if applicable.
8. Add phone information, including any of the following:
• Office Phone
• Home Phone
• Pager
• Fax
9. Add network access information:
• Add the person's Email Address. This address appears on the People page and provides a direct link from that page to create a new email message for the person.
• For system-generated e-mails, specify the language in System Generated Mail Preference.
• Add the URL for the person's Web Site, if one exists.
10. Check whether the person's Login Type is Standard or Secure ID.
11. Check whether or not the person can Host Meetings.
12. Type the person's Meeting Username.
13. Add address information, including any of the following:
• City
• State/Region
• Postal Code
• Country
14. Add absentee information, including any of the following:
• Click the calendar button and select the Absence Start Date.
• Click the calendar button and select the Absence End Date. Required if the Absence Start Date is specified.
• To select the Absence Delegate who should be assigned tasks during the absence period, click and select the person. See Finding and Selecting People.
15. If you want to use a Vault other than the default, click to specify where the person will access database objects. This field is displayed only if more than one vault is available to the context user.
16. Select a Vault Search Preference.
17. Select a JT Viewer.
18. Select a Default Store.
19. Click Next.

See Assigning Roles.