How do I add more than one user to the same location?

You can add multiple users to the same organization at one time. They will have the same product access.

  1. Select Users from the left side of the page.
  2. Select Users.
  3. Select Add User.
  4. Select the user's location from the Location drop-down list.
  5. Add the user's First, Middle, and Last Name, Email Address, and Timekeeper ID (max 25 characters).
    Tip: Capitalize the user's name the way it should appear on billing records.
  6. Select Add More Users.
  7. Complete the fields for the other users.
  8. Optional. If you wish to establish one or more Assertion IDs for a user, perform the following:
    1. Click the Advanced settings icon (Advanced settings).
    2. Complete the Advanced settings page with the appropriate values.
    3. Click Save.
  9. Select one or both ID options:
    • Email ID and Password to user - Sends the user's ID and password to the end user.
    • Send user ID and password to me - Sends the user's ID and password to you.
  10. Select the groups to which you want to assign the user.
  11. Select one option to identify the products the user will be authorised to use.
    • Manually select products - Select the checkbox for each user-authorised product.
    • Select products from template - Select the checkbox for each template that includes the user-authorised products.
      Tip: To view the list of products included with each template, click the Information display icon displayed to the right of the template name.
  12. Optionally, if you wish to specify specific dates on which to create, delete, or suspend the user, complete the Schedule User Creation and Schedule User Suspension/Deletion drop-down lists.
  13. Select Submit.
  14. On the confirmation page that appears, you can select any of the following options.
    • Download the user's information.
    • Email the user's information.
    • Return to the list of users.
    • Return to the Add User page.

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