Creating Users

Before you can work with users, they must be created.

1. From the Navigation menu, click USERS.
   The User page is displayed.
   
   
2. Click +USER. The Create User popup screen is displayed.
   
   
   
   
3. Complete all required fields (indicated by an asterisk).
   Note: When selecting a role:

   • User Access:
     • Wolters Kluwer users with the ability to setup new Wolters Kluwer users have the option to select WK User. If this option is selected, a valid Wolters Kluwer Financial Services Email Address is required.
     • If the new user is specific to a financial institution, select the organization to associate the new user using the Associated Organization list.
   • Product Access: Administrators can allow access rights of users to specific products available to the organization within the Product Access section of the screen.
     • If the user is granted access to a product with roles, a selection box will appear next to the product with a list of available custom and inherited roles to assign to the new user for that product. The roles available are setup and maintained in the Roles section. See Creating a Role for more information.
4. Click SAVE.
   The new user is created and the User page is displayed.