How To: Create an Individual User Account
IntroductionThis How To looks at the requirements and steps used to create an individual user account in Hornbill |
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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
- Open Administration and navigate to System->Organisational Data->Users
- On the Tool Bar click on the Create New User button
- As a minimum, complete the mandatory fields
- As a minimum, for Application Users add the Collaboration role under the Security Section
- Click on the Create New User button
Administration Access
Before adding a user you will need to make sure that you have the rights and roles needed to do this. If you are logged in as the Admin user you will already have the necessary rights.
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.