New User - Information

The New User – Information page is the first in a series of pages that you must complete to supply the information necessary to create a new user record. Provide information in all required fields to create a new user for the customer you previously selected.

If the customer displayed is not correct, click the Cancel button, then select the proper customer.

1. To create a new user, enter all required user information (indicated by an asterisk (*)), noting the following:
   • The value you enter for User ID must uniquely identify this user (User IDs must be unique for each bank).
   • To assign a contact type to the user, select the type (or types) you wish to assign and click the Add >> button to move the type(s) to the Assigned Contact Types list.
2. When you have finished entering all required user information, click the Next button to proceed to the next user creation step.