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Create Central Manager user accounts

This topic describes how to create user accounts for employees who use the Central Manager app.

You must set up Central Manager user roles before you set up Central Manager users.

  1. Click Setup.

  2. Expand People and Security.

  3. Click Central Users.

  4. Click New.

  5. Enter the following information:

Field
Description

User ID

The ID that the user will use to log in to Central Manager.

Name

The user's first and last name.

Email

The user's email address.

Password

A password that the user must enter to log in to Central Manager. Passwords are optional but recommended.

  1. From the User Roles drop-down, select the Central Manager user role you want to assign to the user.

  2. Select privileges that you want to assign to the user:

  • Approve worksheets

  • Acknowledge worksheets

  • Create/edit worksheets

  • Delete worksheets

  • Administrator privileges

  1. Click Save And Close.

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