How to create new users?

To create new users -  

  1. Click on the Settings button to open up the settings panel
  2. Click on Users
  3. Select the By Users view and then - Create New User

5. Fill in the user details - 

  • Email - The email address used as the Panaya user name. Use an active email address as this email will be used for sending important notifications.
  • First Name
  • Last Name
  • Set user as Active / Inactive 
  • SAP User Name (for SAP only) - SAP user as it is defined in this SAP system. It is highly recommended to use this field in order to allow Panaya to automatically assign newly generated Correction activities to users based on their SAP user name. Click here to learn more.
  • QC User Name (if appears) - Fill in the username in HPQC

6. Email notification options - 

  • Notify on product updates
    Allows user to receive important updates on Panaya releases and planned maintenance windows
  • Notify on activity assignments
    Allows users to receive email notifications on task assignments

7. Connect user to a project - 

  • Select the Additional Projects tab
  • Select the project (1) to connect and then click on Connect Selected (2)

8. Attach Roles -

9. Save Changes

See also: