How do I create a new user in YuniquePLM?

Erica ClendeningErica Clendening Gerber Staff 💛
edited November 12 in YuniquePLM
How do I create a new user in YuniquePLM?


Best Answer

  • Erica ClendeningErica Clendening Gerber Staff 💛
    edited October 29 Accepted Answer
    From the Home screen go to:
    1) Admin (in left-hand navigation)-->Users-->New
    2) Type in new user's name and email (you can add the additional information as well- your preference!)
    3) Check the box for External Access and Active (this ensures the new user will have access when logging in and will be considered an active account)
    4) Click Add
    5) Next, go to Options
    6) Type in username and password or select auto-generate (again, your preference!)
    7) Save & Close
    8) Next, click Permissions Group Membership
    9) Click Add
    10) Select which Permissions Group Name you would like to assign the new user to
    11) Save & Close
    12) Have the new user check email for login credentials



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