Overview

In addition to being able to Import users and Integrate AlertFind with EMS, you can manually create users as you need to. 

Solution

1. Verify that you are logged in with the correct team security context. When a user is created manually, the user is automatically added to the current team. For more information, see Team Security Context
   
   

2. From the left navigation menu click, Administration > Users
   
   

3. In the Users page, click New
   
   

4. On the Create New User page, complete the Personal Information section

   1. Full Name: Enter the user’s full name as it should appear in the system. This field is required
      
      NOTE
      Enter the user’s name in the same naming convention as all the other users in your system, such as FirstName LastName or LastName, FirstName. If you switch conventions between imported and manually entered users, it will be difficult for you to effectively sort user lists. This name is the name AlertFind speaks in notifications. Therefore, for a LastName, FirstName convention, AlertFind speaks the user’s name as “Smith, Joe.”
   2. Description: Enter a description of this user. This field is optional
      
      
   3. Email: Enter the primary email address for this user. This address is used for all password resets or reminders, even if other email addresses are added to the user’s profile later. This field is required
      
      
   4. Map Default Email To: Choose an email address to be considered the default email address for this user. Usually this is the work email address, but each organization may choose another option
      
      
   5. Assign this user one or more User Names. At least one user name is required. Typically, a user’s user name is the same as the primary email address
      
      1. Click the Usernames field to bring up the Username Editor. Use the Add, Edit, or Delete buttons to perform user name actions
      2. For adding or editing a user name, first type in the portion of the user’s email address that appears before the @ symbol, such as johnsmith or john_smith. AlertFind user names cannot include spaces, but they can include most special characters, such as underscores (_) or exclamation marks (!). Then select the domain for this email address using the drop-down list. The domain is the part of the email address that appears after the @ symbol, such as companyname.com
      3. Click OK to submit the user name changes
         
         
   6. Complete the Status section:
      
      1. Choose whether this new user will begin the Enabled or Disabled state. Administrators, team leaders, or users with necessary permissions can change this state at any time
      2. Choose a Role for this new user, either User or Administrator. For more information about user roles, see Assigning User Roles
      3. The Source field cannot be edited. It shows whether this user account was created by an import function or manually through the user interface (UI)
         
         
   7. Complete the Preferences section:
      These settings determine the voice and language for notifications this user receives. The voice and language users hear when they call into the Hotline is determined by the Hotline phone number
      
      1. Hotline Phone Number: From the drop-down list, choose 'use all hotline phone numbers available to your organization', or 'assign a specific number for this user'
      2. Check Display hotlines in preferred language only to limit the hotlines displayed in this section to those in the user’s preferred language. Uncheck this box to display all available hotlines for the organization
      3. Preferred Voice: From the drop-down, select the default voice and language for the organization, or assign another for this user
         
         
   8. Complete the Authorization section
      
      1. To set the user’s initial password, either check Generate Random Password or enter the initial password in the New Password and Confirm Password fields. Any password must be at least 6 characters long and contain letters or numbers
      2. To set the user’s initial PIN, either check Use Default PIN (to use the default PIN for the organization as configured by an administrator on the Settings page), or enter the initial PIN in the New PIN and Confirm PIN fields. PINs are a numeric value between 4 and 20 digits
         
         
   9. Click Save to create the new user

The new user will receive an email with their login information for them to login and update their password.

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