Exercise - Import a user and assign security role

  • 5 minutes

The HR department of company USMF has requested access to finance and operations apps for a new hired employee as an accounts receivable clerk. The active directory user account has already been created as part of onboarding process.

You must import a new hired employee and assign the default the company to USMF and associate the accounts receivable clerk role.

  1. Go to System administration > Users > Users.
  2. Select Import users in the Action Pane.
  3. From the list of aliases, select your desired alias to be imported.
  4. Select Import users.
  5. Select Close.
  6. In the Users list page, verify the new user has been imported successfully.
  7. Select the User ID link.
  8. Select Assign roles.
  9. In the list, find and select accounts receivable clerk.
  10. Select OK.
  11. Select Save.