Adding a User

Adding a New User

Adding a new user includes entering user Information and selecting statuses and roles.

  1. If your organization has multiple accounts, select the account where you want to add the user. A user may be added to multiple accounts.

  2. Select Users.

  3. Select +User to add a new user.

  4. Complete the Add User page.
    • Username: The Username must be a valid email address and is used for the registration email, the confirmation email that includes products URLs, and password reset emails.

    • User Description: The description is optional.
      Note:
      After a user has registered, name and phone number information display.

    • Select the applicable user statuses.

    • Select roles.
      Note:
      Wolters Kluwer provides specific roles for each licensed product. Custom roles can be also added in the Roles section. You can select/deselect roles for the user. Multiple accounts may have different roles depending on the roles set up for the account.
  5. Select Save. An email is sent to the user with a registration and product link. To register, a user provides a name, password, and answers to challenge questions. The user displays in the grid on the Users page.