Creating user accounts

You create new user accounts on the Create User page.

Before you begin

Before you create a new user, see Planning user administration.

About this task

Depending on your permissions and user provisioning configuration, you can copy access from an existing user to a new one. You can also copy access from one existing user to another. For more information, see Modifying user accounts.

Depending on your delegated administrator permissions, you can perform certain functions when you create a user account, such as associating group memberships and assigning roles. For information about which permissions you need for each operation, see Administrator permissions for user-provisioning functions.

Procedure

  1. Click Administration menu > Users and Security > Users.
  2. Click New User.
    Note: If you see a Copy users from LDAP server button, you can import user information from your organization's LDAP server. Click Copy users from LDAP server to search for and select a user. For information about configuring access to an LDAP server, see Configuring LDAP access for user provisioning.
  3. Complete the information in User Information and Password and Security.
    When you create user names and passwords, the following rules apply:
    • User names are case-sensitive. For example, MyName and myname would be two unique users.
    • User names can be up to 256 characters.
    • User names can contain alphanumeric characters and any of the following special characters: @-!._/:*\"#%?<>

      To exclude characters, including special characters, from user names, specify these characters in the Illegal Characters setting. For more information, see Exclude characters from user names.

    • Passwords can contain up to 32 characters and cannot contain spaces.
    If LDAP authentication is configured for your OpenPages application, you can specify how a user is authenticated when the user logs in to OpenPages. Click Authenticate from.
    • If you want the user to authenticate by using OpenPages, select Native.
    • If you want the user to authenticate by using an LDAP server, select the LDAP server from the list. If you do not see any LDAP servers in the list, no LDAP servers are configured for user authentication.
  4. In the Locale and Profiles section, you can specify the user's locale, choose one or more profiles to associate with the user, and select a Current Profile.
  5. If you have the necessary permissions, you can copy access from another user to determine the starting point for a new user's attributes, such as group memberships, role assignments, and reports access.
    In Copy Access From, click Select user to copy from. Type a user name, first name, last name, or email address. Select a user, and then click Copy. When you click Save, the new user is updated with the access settings of the source user. Personal filters are not copied.
  6. Click Save.
  7. In the Group Memberships section, perform the following actions to assign group memberships:
    • To select group memberships, click Associate Groups and select the check boxes next to the groups to which you want the user to be a member.
    • To delete group memberships, click delete icon next to the membership that you want to remove.
  8. In the Role Assignments section, you can view the user's role assignments. To add role assignments, click Assign Roles.
  9. In the Reports Access section, you can view the user's reports access.