Creating new users

You can add a new user to NexJ CRM.
To create a new user:
  1. In NexJ Admin Console, navigate to the User page.
  2. In the Users tab, click the Add button .
    The Add User dialog opens.
  3. In the Detail tab, fill in the relevant information.
    Tip: The Alias field uniquely identifies a user within the NexJ database.
  4. Optional: In the Email Address field, supply an email address to enable the user to send emails from NexJ CRM, for example, from an activity in a contact's journal.
    The email address is marked as the user's default email address. If the email is the only communication channel specified for the user then the email is also marked as the preferred communication type in the user's profile on the Contacts workspace.
    Note: Only one email address can be added for the user in NexJ Admin Console.
  5. Optional: Select the Create User Folder check box if you want to designate a folder to the new user in the Document Manager.
  6. Optional: Click Change Password to assign a password to the user.
  7. Optional: Click the User Groups tab to assign the user to a user group.
  8. Optional: Click the Privilege Groups tab to assign the user to a privilege group.
  9. Click OK.
    The Add User dialog closes.
The new user is added to the user list in the Users tab.