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Administrator Guide
Last Updated: 2023-06-23
Create New Users

Create New Users

  • You must have the
    settings.admin
    permission.
  • You must have the details of the user that you want to create a profile for. Example: username and email address.
You can create and configure new user profiles for customer and program team users in VNDLY to enable access and assign roles based on your organizational needs. You can add users manually or by bulk upload. You can assign each user a security role that determines what they can do and view in Workday VNDLY.
  1. From the header, select
    More
    Users
    .
  2. Click
    Create New User
    .
  3. As you complete the
    Details
    section, consider:
    Option Description
    E-mail
    Enter the user's email address.
    Organization Unit
    Select the user's level in the organization structure. This sets the default organization unit when creating jobs in VNDLY.
    Management Level
    Assign management levels to users. Examples:
    Manager
    ,
    Sr. Manager
    . You can configure levels in
    Company Settings
    .
    External ID
    Enter the user's internal system ID.
    Report to User
    Enter the name of the user's manager or lead. Certain approval types require managerial approval. The manager must already have a user profile.
    Allowed Work Sites
    Select 1 or more sites. If you leave it blank you make all locations accessible.
    Default Work Site
    Set the default location that appears when the user creates a new job in VNDLY.
    Authentication
    Select the authentication method that the user will use to access VNDLY. Example: standard login, SSO.
  4. Under
    Security Roles
    , select the appropriate role for the user and assign security policies. You can limit user access in VNDLY by associating security roles with specific levels in the organization structure.
  5. Click
    Save
    .
    The user must have a valid email ID to receive login instructions.
We recommend you regularly review user accounts and roles to ensure compliance and security.