The administrator must have the User Editor application role

To add a new user: 


  • Login to VSB and click your name in the upper right corner of the window
  • Click Administration from the drop down menu
  • Select Users from the Administration Toolbar on the left side of the screen
  • Click Add User  and a User Profile window will appear to enter the user profile information
  • There are two different ways to add a user - Full Add and Quick Add
    • Full Add
      • The administrator enters a system unique user name, first name, last name, email address, temporary password, and confirm temporary password - User Name and Email Address cannot be edited once they are created and updated
        • External Identifier is optional and is normally used as a unique identifier for SSO access or account linkage to another application
        • The user that is created will have to be manually supplied with the temporary password.  There is no way to view the password once created
      • If the user is being assigned any administrative roles select them from the Application Roles drop down list
      • The user is defaulted to the Everyone group.  To assign the user to a different group click the Group Association drop down list and choose the appropriate group for the user
  • Once all the fields are complete click Create to complete the user setup.  The new user will then appear in the Users table
    • Quick Add (May not be available if login is behind online banking)
      • The administrator enters a first name, last name, and email address
        • External Identifier is optional and is normally used as a unique identifier for SSO access or account linkage to another application
      • If the user is being assigned any administrative roles select them from the Application Roles drop down list
      • The user is defaulted to the Everyone group.  To  assign the user to a different group click the Group Association drop down list and choose the appropriate group for the user
  • Once all the fields are complete click Create to complete the user setup.  The user will receive a Welcome email containing a link to complete the account setup