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Creating a New User

To create a new user:

1. On the Manage Users page, click Create New User. The Create New User page displays with blank User Properties and User Privileges text boxes.
   
   Before typing, you can only click Cancel to return to the Manage Users page without creating a new user.

2. Type a user ID for the new user in the User ID text box. You are limited to 12 characters.

Note: You must type a User ID before you can save the new user.

3. If desired, complete the following for each iPAS user:
4. User Properties
5. Full Name - the first and last name of the user (optional)
6. Description - a brief description of the user (optional)
7. Email Address - the user's email address (optional)
8. Phone Number - the user's phone number (optional)
9. Status - Active, Locked, Deactivated (required)
10. User Privileges - select (check) the appropriate check boxes
11. Administrator - access to System Maintenance
12. Basic user

4. After typing the user ID (and completing any of the other text boxes), you can Save or Cancel.
5. Click Save to save the data for a new user. You return to the Manage Users page, where the new user is listed.

• Click Cancel to return to the Manage Users page without creating a user.

Note: Users cannot use iPAS until they have a password and access to at least one investment position. See Editing an Existing User, Setting a Password or Assigning Investments for instructions.

Related Topics:

• Editing an Existing User
• Setting a Password
• Assigning Investments
• Editing User Access to Investments
• Deleting User Access to Investments
• Deleting an Existing User
• Managing Users
• Accessing iPAS

Broadridge Financial Solutions • 110 W Park Drive • Mount Laurel • New Jersey • 08054
Tel.: 856.797.1200 • Fax: 856.797.9719 • www.Broadridge.com

Last Updated 7/29/2008