1. Click the New Internal User link in the Administration tab. This will open the New Internal User page.

2. Type the user's email address in the User Attributes section of the page. After the user is added, they will automatically receive an email from which they can set up their password. As an administrator, you can also directly specify the password from this page. To do this, uncheck the Send Invite checkbox and type the password into the password fields. If this is unchecked, a user will not receive an email to set up their password since you have already done so. You can also specify the user's first name and last name from this section, but these fields aren't required.

You can click on the Preview Invite link to preview the email before it is sent out

3. Select a Status for the user:

• Active: The user account is active and is not set to expire.

• Inactive: The user account is currently inactive, but can be activated by the administrator at a future date. Users with inactive accounts cannot log in to Approval Manager.

Note: The Status field is used primarily for Approval Manager users. Job Manager Users should be created with the default status of "Active".

4. Type the time at which daily reminder email notifications should be sent to the collaborative user in the Send Periodic Reminder field. This setting can be changed by the collaborative user in their Preferences page.

5. To assign the user to a group, click the check box next to the appropriate user group name(s) under the Group Membership section. Users may also be assigned to groups during the creation process of the user groups. When assigned to a group, the user will inherit the permissions set for the group.

6. Click Add when finished to add the user.