Create users
To allow users access to the portal, their data has to be known in the system. User data can be created only in the portal or, if SSO is activated, only the user name is created in the portal and the password is provided by the Identity Provider.
To create users, complete one of the following procedures.
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Create individual users by manually entering their credentials in the system.
The new users will receive an email notification with an initial password, inviting them to use the portal. In order to be active, the users will then need to log in to the portal and change the password. For details about the steps you need to complete for the different user roles, see the following links.
Admin users can create other admin users on the same administrative level, as well as on lower levels. However, they can maintain the data of only the admin users on the lower levels. For example, Admin - Lead users can create other Admin - Lead users, but they cannot maintain their user data. -
Create SSO users with the Admin - Business or Admin - View only role.
The new users will receive an email notification that their account has been activated. They can then user their SSO credentials to access the portal. For details about the steps you need to complete, see Create SSO users.
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Upload a set of existing user records.
For more information, see Upload users.