Creating Users

Company administrators can create users only within their own companies.

To create a user:

1.      Initiate the Create User activity in AT&T BusinessDirect. The Create User Profile page is displayed in AT&T eBill. The information in the Login ID, First Name, Last Name, and Company Name fields appears as entered in AT&T BusinessDirect.

2.      From the Title dropdown list, select a title for the user.

3.      Enter a Contact Phone Number.

4.      Enter a Fax Number.

5.      From the Geographic Region dropdown list, select a geographic region for the user.

6.      If you want to change the user's email address, in the E-mail Address field, type the new email address.

7.      If you want to change the Notify Me When option (for receiving an email message when bills are ready for viewing), mark or clear the checkbox.

8.      Select a Home Page Preference option to designate the user's preferred landing page upon logging in. Options include:

·       Invoice List (default)

·       Dispute and Inquiry Summary

9.      Enter a Routing Code.

10.  From the User Roles dropdown list, select a role for the user.

11.  If you want to add more roles to the user role profile being created:

a.    Click the Add Additional Roles link. The Edit User Roles page is displayed.

b.    In the Available Roles section, select the required roles.

Note: Select multiple roles by pressing the Ctrl or Shift key while selecting the roles.

c.     Click Add >. The selected roles move to the Current Roles section.

d.    If you want to delete roles, in the Current Roles section, select the roles and click < Remove. The selected roles move to the Available Roles section.

e.    Click Continue. The Create User Profile page is redisplayed with the selected roles.

12.  If you want to assign accounts, subaccounts, groups, or customer IDs to the user:

Note: All company accounts are automatically assigned to company administrators.

a.    Click the User Accounts link. The Account Selection filter selection page is displayed.

b.    On the list, mark the account(s), subaccount(s), group(s), or customer ID(s).

Notes:

·       Select all accounts, subaccounts, groups, and customer IDs on the list by clicking Select All.

·       Find account(s), subaccount(s), group(s), or customer ID(s) on the list quickly by selecting a search criterion from the Select Search Criteria dropdown list, typing the first few digits into the Find field, and clicking Find.

o      When related items are found (for example, all subaccounts for an account), a Select All row is displayed. Marking the checkbox in the Select All row automatically marks all related items found.

o      When you clear a checkbox on a list of related items that were automatically marked when you marked a Select All row checkbox, the checkboxes for that row plus the Select All row are cleared. All other checkboxes remain marked until you clear them.

o      When you clear a checkbox in a Select All row, all checkboxes for the related items that were automatically marked are cleared.

o      Whenever you click Find, the list is resorted according to the new search criteria you enter, but marked rows are not cleared.

o      Restore the default sort by clicking the Service column name.

·       Clear all checkboxes on the list by clicking Clear All.

c.     Click Apply Selection. The Create User Profile page is redisplayed with the selected accounts on the list.

13.  Click Submit. The Provision New User - Confirmation page is displayed.

14.  Click Continue. The AT&T BusinessDirect page is redisplayed.

 

Related Topics

Administration Activities Overview

Editing User Profiles

Editing Your Own User Profile

Filtering Lists