Adding users on Platform Navigator

Automation platform users must be registered with an external identity provider. Roles link users to permissions, and can be assigned to users and user groups.

You must have Administrator permission to add users and user groups.

Adding a user

Users can be added individually. Add users from an external identity provider so that you can assign roles within the Automation platform.

  1. Go to the Automation home page (Platform Navigator).

  2. Click the Add users > Manage users.

    Automation homepage

    The User management page.

    User management

  3. Click Add user. Fill out the user's full name, username and email address. The username must match the username in the external identity provider.

  4. Select the roles to apply to the new user. See Roles for more information.

  5. Click Create. When the user is created, you are redirected to the User management page.

Adding a user group

A user group allows you to apply the same roles to multiple users.

  1. Click the User groups tab—which displays a list of all existing user groups—then click New user group.

  2. Enter the name of the user group along with a description (optional), then click Next.

  3. Add users to the user group.

    To add individual users that have already been onboarded, click Existing Users and select the user from the list.

    To add individual users from the external identity provider, select LDAP users and and enter a search string (name or email address) for the user. Users who were not been previously onboarded will be automatically onboarded when they log in to the Automation platform.

    To add a group of users from an external identity provider, select LDAP groups and search for the LDAP group to add to the user group. Users in the group who were not previously onboarded are automatically onboarded will be when they log in to the Automation platform.

    Click the username to add it to the list.

    When all the users have been added, click Next.

  4. Select the user roles to apply to the new user group. See Roles for more information.

  5. Click Next.

  6. Review the user group configuration to ensure it is correct, then click Create. When the user group is created, you are redirected back to the User management page.