Create Users

The Create Users screen guides you through the process of creating and adding users to your account. The process is divided into 8 steps (which you can follow from the timeline on the top of the Create Users screen):

Access the Create Users Screen

Click the Create Users option from the Action Bar under the User tab. The Create Users screen appears. Follow the steps in the time line at the top of the screen to complete the process.

1. Select Method

   

   Select the method you want to use to create the user name(s). There are 2 possible options. Select one:

   • Generate from Email Addresses - Enter a list of e-mail addresses in the provided text box and the system will attempt to generate user names and the user's full name from the provided e-mail addresses.
   • Generate User Names - This will create a random set of user names. You can select the number of users you want to generate, along with the prefix to start the user name with and select an option of either using a random method or by using a sequential method with a number of your choice.

   Click Next when complete to move to the next step.

2. Edit Users Information

   

   For each of the user names you are creating, enter the user information and details. This includes the User Name, First Name, Middle Name, Last Name, E-mail Address, Privileges, Location and Cost Center.

   Click Next when complete to move to the next step.

3. Model User

   

   Select the method you want to use for a model user. You could choose either one of the options:

   • Checkpoint Preferences - You can copy the Checkpoint preferences from a user or you can choose to retain the default Checkpoint preferences.

   • Orders & Group - You can either copy the orders and group from another user or let a default orders and group remain.

   Click Next when you are ready to move to the next step.

   Note: You can choose not to select a model user. Click the Next to proceed to the next step.

4. Assign Groups

   

   Select the group for each of the users you are creating.

   When you have added all the new users to their groups, select Next to move to the next screen.

5. Select Orders

   

   Select the orders for assignment by using the check boxes.

   Click Next when you are ready to move to the next step.

6. Assign Orders

   

   Assign your new user(s) to orders. Select the check box for the order you want to assign them to. Each order header will display the number of remaining users you can assign to it. If you assign an order over the amount of remaining users, the heading will display with a red background and you will receive a message when you attempt to move to the next step. You must correct these assignments before continuing.

   Click Next when you are ready to move to the next step.

7. Confirm

   

   Review your new user information before creating them.

   If the information is correct, click Confirm. Otherwise step back to change the information using the timeline at the top of the page. Click the step name to jump to that screen.

8. Notify

   

   If you want to notify your new users with an e-mail containing their user names, select the Send E-Mail? check box next to the user information.

Your new users have been created!

Click Home to return to the Checkpoint User Administration Home screen.