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Creating user accounts
Who is this article for?
Administrators responsible for user management.
Administration module access is required.
Before your users can access the system, they need to have user accounts created for them.
This article shows you where you can add them.
Do not change the password of "user, api DO NOT DELETE" and "Account, messaging" as doing so could cause a web client outage.
Creating a user
To add a user to the system:
- Open the Administration module.
- Select Security.
- Choose People.
-
Click New Person (Page icon
next
to the search bar).
This will open a pane. - Fill out relevant fields.
Is your tenant using Single Sign-On (SSO)?
When you add a user who authenticates through an external identity provider (IdP), enter their IdP email in the User Principal Name (UPN) field.
Make sure it matches exactly, including case sensitivity, between both systems.
- Without checking this box, the created user will not be able to sign in.
- Click OK.
Alternatively, you can follow the same creation steps in the People module.
Creating a user
To add a user to the system:
- Open the Administration module.
- Select People (under Security).
- Click New.
- Fill out relevant fields.
Is your tenant using Single Sign-On (SSO)?
When you add a user who authenticates through an external identity provider (IdP), enter their IdP email in the User Principal Name (UPN) field.
Make sure it matches exactly, including case sensitivity, between both systems.
-
Tick Enable Login?.
Without checking this box, the created user will not be able to sign in. - Click Apply.
Alternatively, you can follow the same creation steps in the People module.