Creating a Site Administrator

A Site Administrator is a user that has permission to perform administrative tasks for the HotDocs Advance tenancy to which it is allocated. For example, creating new users and work groups.

Prerequisites

• Create a tenancy – Advance must have at least one tenancy before you can create a Site Administrator.

To create a Site Administrator

1. Log in to the Advance Root Application.
2. Click Manage Tenancies.
3. Click the Details link next to the tenancy for which you want to create a new Site Administrator.
4. Click the Provision a new Site Administrator by creating a new user link.
5. Type the following details:
• If you are adding an administrator to a username/password tenancy:
1. FirstName – the first name of the user
2. LastName – the last name of the user
3. EmailAddress – the e-mail address for the user; the user uses their e-mail address to log into the tenancy
4. Password – a password for the new administrator
5. ConfirmPassword – re-type the password entered above

• If you are adding an administrator to an Active Directory tenancy:
1. AdUserName – the name of the Active Directory user

8. Click Create; once the user is created, their details appear on-screen.

See Also

• Creating a New Site Administrator Using a Site Administrator From a Different Tenancy
• Administrative Roles Overview