By following the next steps, you will be able to add new users to the bpm’online system.
To add a new user, go first to the “Contacts” section, add a new contact, specify the contact name, select the account “Our Company”, and choose the type “Employee”, so the system will know that this person works in your company.
After that, go to the “System Designer” section. You can access it from the main page, just scroll down the page.
Open “Users and roles management” page.
You need to add the new User to the “All employees” folder.
Please, choose the contact you have created from the lookup of the existing contacts. Specify the user name and the password for this user.
Then, switch to the “Licenses” tab and make sure that the license box is ticked.
Finally, save the page and click on the “Update roles” button.
Like