Add a User

No one can sign in and use Cityworks PLL without first being associated with a user profile. This section discusses how to add and configure new PLL users.

PREREQUISITES:

  • The Users security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.
  • You must have a state code set up. See State Setup for more information.
  • You must have a country code set up. See Country Setup for more information.
  • You must have a zip code configured. See Zip Code Setup for more information.
  • You must have at least one organization set up. See Organizations for more information.
  • You must have at least on department set up. See Departments for more information.
  • You must have a security role configured. See Security Roles for more information.
  • You may configure divisions if you wish. See Divisions for more information.

To add a new user, follow these steps:

  1. Click Users & Organizations on the PLL Admin menu and select Users.

  1. On the Users panel, click Add record at the top of the panel.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. Fill in as much information as possible on the Add: Users panel.

  1. Make sure you enter and confirm a password for the user in the New Password and Confirm Password fields.
  1. The State, Zip, Country Code, Department, and Division fields require you to either enter a code manually or use the Lookup tool. Click the Lookup icon to open a selection window.

  1. To assign the new user to an organization and security role, select the appropriate option in the left-hand All Organizations field and click the right arrow to move it to the User Organizations field on the right.

  1. When you have entered all the new user's information, click Save.