Create an Individual User Account

Index

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

Related Articles Users (Administration) Co-Workers

Quick Check

Before starting, make sure...

You have the Roles needed to create users

You know the User ID format to be used

You know if you are creating a Basic or Application User

You know the Applications and Roles for this User

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

Administration Access

Before being able to add a user you will need to make sure that you have the rights and roles needed to perform this. If you are logged in as the Admin user you will already have the necessary rights to add users.

Roles

• Superuser

This is the role that is allocated to the Admin user that provides full access and allows for the creation of Users. It is not recommended to allocate this role to any other account.

Rights

System Rights

• Manage Users

A custom Role can be created in order to provide the ability for another user to create new users without giving them full admin access.