User Customer Guide

User creation is a core administrative function within the NCR Atleos Central portal. This functionality is exclusive to User Admins. It is important to note that a User Admin has the authority to create and designate other users as User Admins as well.

Note: Permissions and available applications are dictated by the specific account the user is linked to.

Step 1: Accessing Administration

The button shown in the screenshot below can be found on the Dashboard, which is the primary landing page of the NCR Atleos Central portal immediately after logging in. To begin, locate and click the Administration icon on the left-hand vertical menu bar.

Step 2: Initiate User Creation

Once in the Administration view, you will see a list of all users linked or unlinked to the account. To add a new person, click the Create User button located in the upper right corner of the screen.

Step 3: Enter User Details

On the user creation page, you must provide the following essential information:

• First Name and Last Name
• Email Address: Must be unique per user (and confirmation).
• Select Account: Use the search field to link the user to the appropriate account.
• Language: Select the preferred Portal UI language for the user from the dropdown.

Step 4: Assign Permissions

After clicking Continue, you will reach the Assign Permissions step. The range of permissions available to assign depends solely on the account selected in the previous step.

Step 5: Request Application Access

The final step is the Request Application Access page. Here, User Admins can request specific portal applications. Availability is determined by the account type.

Note: Some applications require secondary approval, which is typically processed within approximately 2 business days.

Finalizing Creation

Click the Create User button to finalize the process. Once clicked:

1. The user record is created in the system.
2. An automated welcome email is sent to the new user.
3. The email contains instructions for registration and account setup.

Users have 72 hours from the time of account creation to complete their setup and registration. If the setup is not completed within this timeframe, the account will be automatically disabled for security purposes.

Recommendation: To ensure users have ample time to respond during business hours, it is best to create new users at the beginning of the week.