Create a User Type

Use these steps to create a user type and attach template information to it.

To create a user type:

  1. Under the Setup menu group, go to Access Control > User Types.
  2. Click + New User Type.
  3. In the New User Type dialog box that displays, enter a name for the user type. This is a required field.
    You can also enter a brief description.
  4. Click Create.
    Maconomy displays the new user type on the workspace.
  5. To add template information to the user type:
    1. Click New Template User....
    2. In the New Template User dialog box that displays, enter template information in the fields.
    3. Click Create.
      Maconomy attaches the template information to the user type.