Who is this article for?

Administrators responsible for creating users within the system.

Administrator permissions are required.

To give users access to your Ideagen Quality Management system, you’ll need to create their user accounts first.

This article shows you how to create users for both native and Single Sign-On (SSO) authentication (whether you're using Mazlan Home (formerly Ideagen Mazlan Home) or not), with links to useful setup resources.

Creation options

There are five options for creating user accounts: some require full manual creation, while others start manually but automate the rest.

Manual creation

This method lets you create individual accounts in the Ideagen Quality Management system. The instructions in the linked article apply to users with native authentication (Ideagen credentials) and those using SSO (for tenants not currently on Mazlan Home).

• Creating user accounts

Automated creation

Mazlan Home sync

If your tenant uses Mazlan Home, user creation is handled there.

When you create a user in Mazlan Home, the same username is automatically created in Ideagen Quality Management. After that, manage user accounts in Mazlan Home (creation, deletion, updates). Try to avoid creating users directly in the application to prevent duplicates and any problems.

• Creating, editing, and deleting users
• Importing and exporting users
• Understanding Ideagen Mazlan Home authentication

If your tenant isn't using Mazlan Home yet, have a look at our articles on preparing for the changeover.

• Preparing for the Ideagen Mazlan Home integration
• Updating Single Sign-On (SSO) configuration for the Ideagen Mazlan Home migration

Active Directory

You can quickly create multiple user accounts by importing them once from an existing Active Directory (AD) in the Windows client. Regular syncing between AD and the system is not supported.

• Creating user accounts and groups in bulk using Active Directory

Excel import

You can easily create multiple user accounts using a premade Excel template from the Windows client. Just make sure the file is properly formatted with all the necessary details to create users and assign permissions.

• Creating user accounts in bulk using Excel

Just-In-Time provisioning

You can turn on Just-In-Time (JIT) provisioning to automatically create user accounts the first time they log in when Single Sign-On (SSO) is enabled.

• Configuring Just-in-Time (JIT) provisioning

Note

Just-In-Time provisioning is disabled for tenants using Mazlan Home to avoid potential duplication and sync issues.

Further reading

• FAQs: Ideagen Mazlan Home and Ideagen Quality Management Professional
• Troubleshooting duplicate accounts created via Single Sign-On (SSO)