User manual

Click the Members tab and then click the New toolbar button. Use the
following four tabs to create the new member's profile:
General
1 From within the New Member dialog box click the General tab.
2 In the Identification section, enter a user name, first name, last name
and email address for the new member.
A password is automatically assigned to the member. When the member
logs in for the first time, when a password has been reset, or if the
password has expired, the member is required to create a new password.
Site administrators can require members to create strong passwords. See
Security Tab (page 79) and Password Requirements (page 443) for more
information.
If a strong password is not required then passwords must start with a
letter, be 8 characters long, and contain at least one capital letter and
one number.
3 Enter a comment if desired. Comments can only be seen by site
administrators.
4 To not associate the member with a company, select the Do Not
Associate member with a company option.
or
5 To associate the member with an existing company, select the Select
from existing companies option.
6 Click the magnifying glass to open the Select Company dialog box.
7 Select a company from the list and click OK.
8 To create a new company select the Enter Company Name option
and enter a name in the Company Name field.
9 Click the Create Company button and complete the required fields.
10 Click the Create button to return to the New Member dialog.
11 Enter contact information as desired, or, select the option, Use Company's
contact information for this member. The company contact information
is displayed in the contact fields.
NOTE In order for certain information to display in the
Members tab (page
58) and the
Member List (page 18) window, you must fill out the contact
information. For example, if you want to be able to sort the site members
by city, then you need to fill in the City field.
90 | Chapter 6 Site and Project Administration