Adding a User in PolicyTech

New user profiles are created using the Admin Settings of NAVEX One. Once a new user profile has been created in NAVEX One, the user can be managed in an application. See Adding a User in NAVEX One for more information.

Important: If your environment has only the PolicyTech application, users can be added one at a time using the User Manager.

Add a User

Click Settings & Tools > User Setup, and then click User Manager.
If multiple sites exist, select the site of the user you want to add, and then click + New User.
In the Basic Information section, provide the user information. All basic information is required except for Middle Name and Email Address. However, if the user is designated as an administrator when assigning system permissions, then Email Address is also required. The Unique Employee ID can be the same as Username.
In the Basic Settings section, assign the user to a site and a department, and then select a job title.
Important: You can assign a user to more than one department and job title, but not until after you save the user for the first time. See Assigning Additional Departments and Job Titles for details.
In the Other Settings section, the Domain option is active only if one or more domains have been added in the Active Directory tab of Login Settings. Use this option to manually activate (select the user's Active Directory domain) or deactivate (select None) this user from using Active Directory credentials to log in.
Select Language to designate the language of the interface text for the user. The languages available depend on which have been added to PolicyTech (see Language File Basics).
(Optional) If you need to temporarily prevent this user from logging in, select Lock user out of system.
Do one of the following:
- Click Next, and then continue to the next user menu.
- Click Save and Close. A new user entry is made in the PolicyTech database. If you need to return to complete the user settings, see Editing a User for detailed instructions.