Creating a User

Portal administrators can create new users in the End-User Portal.

Use the List All command appropriate for the type of user you want to create: List All Producers, List All Customers, List All Self-Registered, or List All Partners.

To add an End-User Portal customer user:

Click Accounts & Users > List All Customers. The End-User Portal shows the Customer Users page.

Click Actions > Create. This opens the Create User page.

On the Create User page, provide User Information:

Can the user log in?: A user who can log in will be able to access FlexNet Operations. If not, the user account will be maintained for contact purposes only. If Yes, the Shared Login, Status, User Name, and Time Zone settings appear.

Shared Login: Select Shared Login if this user account will be shared by multiple people. A Shared Login can be useful for setting up proxy or group user accounts.

Status: Leave the user status set to Active. (The records of an Inactive user remain on file, but the user no longer has access to FlexNet Operations.)

Multiple entries of an incorrect password will automatically set the user’s status to Inactive. The user can be reactivated by an administrator after confirming the user’s legitimacy.

Enter the user’s Contact Information:

Enter the First Name and Last Name of the user (required).

Time Zone: If the user can log in, select the user’s time zone from the drop-down list.

Enter the Email Address of the user (required). If this is a shared login, specify the email address of a FlexNet Operations administrator in this field.

Opt-in to receive email: If your instance of FlexNet Operations is integrated with an external marketing tool and you want this user to receive promotional marketing email messages from that tool, set this option to Yes.

Note:This option does not control whether the user will receive automatically-generated emails sent by FlexNet Operations based on certain event triggers, such as to communicate about new entitlements or other events.

Expiring Entitlements Email: Select whether the user should receive renewal reminders about expiring and expired entitlements.

Phone, Fax Number, Street, City, State/Province, ZIP/Postal Code, and Country.

Link the user to one or more accounts: Click Actions > Link Accounts. The End-User Portal opens a pop-up window for choosing accounts. Select either customer or partner accounts and choose roles for each selected account. Then, click OK.

Each user must be linked to one or more accounts: either the Home account if the user is internal, or a Customer account if the user is a customer, or a Partner account if the user is a distributor. (Once the user is saved as a member of the Home account, the account cannot be changed. Once a user is saved as a member of a Customer or Partner account, the account can be changed only to another of the same type.)

Optionally, for customer users, link the user to one or more product lines now, or product lines can be linked later. See Linking Product Lines to User Accounts.

Click Save.

When a new user account is saved, an email containing a system-generated password and login instructions is sent to the user’s email address. To log in the first time, the user logs in using the system-generated password and is immediately prompted to change the password.