Difference between revisions of "Create an Individual User Account"

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== Quick Check ==
 
== Quick Check ==
 
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Before starting, make sure...
 
:[[File:checkbox.png|8px|baseline|link=]] You have the Roles needed to create users
 
:[[File:checkbox.png|8px|baseline|link=]] You have the Roles needed to create users
:[[File:checkbox.png|8px|baseline|link=]] Know the User ID format to be used
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:[[File:checkbox.png|8px|baseline|link=]] You know the User ID format to be used
:[[File:checkbox.png|8px|baseline|link=]] Are you creating a Basic or Application User
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:[[File:checkbox.png|8px|baseline|link=]] You know if you are creating a Basic or Application User
:[[File:checkbox.png|8px|baseline|link=]] Know the Applications and Roles for this User
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:[[File:checkbox.png|8px|baseline|link=]] You know the Applications and Roles for this User
:[[File:checkbox.png|8px|baseline|link=]] Know the information needed for the mandatory fields
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:[[File:checkbox.png|8px|baseline|link=]] You know the Password Policies and Setup
:[[File:checkbox.png|8px|baseline|link=]] Password Policies and Setup
 
 
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Revision as of 20:27, 18 April 2019

Index

Introduction

This How To looks at the requirements and steps used to create an individual user account in Hornbill

Related Articles

Quick Check

Before starting, make sure...

Checkbox.png You have the Roles needed to create users
Checkbox.png You know the User ID format to be used
Checkbox.png You know if you are creating a Basic or Application User
Checkbox.png You know the Applications and Roles for this User
Checkbox.png You know the Password Policies and Setup


Quick Steps

  1. Open Administration and navigate to System->Organisational Data->Users
  2. On the Tool Bar click on the Create New User button
  3. As a minimum, complete the mandatory fields
  4. As a minimum, Add the Collabroation role under the Security Section
  5. Click on the Create New User button