Add a user type

  1. Go to the User types (EP202500) window.
  2. In the User type field, type the name of the user type you want to add.
  3. In the Linked entity field, select one of the following:
    • Employee: To add an employee-related user type that is associated with employees in your system
    • Contact: To add a contact-related user type that is associated with a contact in your system
  4. Optional: In the Description field, type the description of the user type.
  5. On the Allowed roles tab, add the roles to be available for the user of this type. Do the following:
    1. Click .
    2. In the Row name column, select the role you want to add to the role set.
      For contact-related user types, you can associate only roles that are marked as guest roles (that is, they have the Guest role check box selected) in the User roles (SM201005) window.
    3. Optional: If the role must be assigned to the user by default, select the Default check box.
  6. Click .