Enroll new backend user

Creating and onboarding backend user

If the organization needs to roll out a new backend user , the following steps have to be followed:

Create the new backend user in Administration/Users

  1. Navigate to Administration/Users via the left-side menu

  2. Click the New button at the top of the screen

This section is not relevant, if you are using Dynamics Mobile Agent in disconnected mode. New users in disconnected mode are created directly from Dynamics Mobile Agent Web Console.

  1. Enter the e-mail address of the user in the Username field

  2. Select BACKEND for the User Type field

  3. Select the role for the new user from the for the Role field

  4. Click the Save button at the top of the screen

The system will send an invitation email to the user. The user needs to use the link in the email to navigate to the website, verify its e-mail address and choose a new password.

Once the user enters new password and confirms it, he has to click Create Password.

The user will be navigated to the Login screen, where the user needs to :

  1. Get the Application Area from the received email and enter it in the login screen Application Area field

  2. Enter his/her email address

  3. Enter his/her new password

  4. Click the Login button