Create a User Account

Overview

An Account is a combination of credentials and user-provided information, by which individuals access and are represented within their respective environments. At the base level, Accounts for access to the Decisions Studio and/or Portal may consist of just an Email and a user or administrator set Password. 

By default, as a means of building out an environment's userbase, Admins are provided the ability to create, update, edit, and delete Accounts, as well as administer a password reset if needed. Additionally, Accounts can be provided specific Permission levels, to access or limit areas in the environment, sorted into Groups to better sort multiple Accounts and to specify a role/position within an organization, and can be used as data through various Designer Elements (Flows, Forms, etc...). 

Example

To create an Account:

1. From the Decisions Studio, navigate to System > Security > Accounts.
2. Select the CREATE ACCOUNT button on the Global Action Bar.
3. In the Add Account from the Add Account window, under REQUIRED INFORMATION, provide an Email and Password. Then, retype the Password value in the Confirm Password field. 
4. If desired, provide additional INFORMATION and DETAILS, then navigate to the SELECT GROUP category, and click ADD NEW. 

5. From the Pick Entity screen, select the desired option from the list of Groups, then click PICK; if needed, repeat the process to add the Account to more Groups. 

   Group Association 

   Associating an Account with a Group will provide that Account the same level of Permissions as the  Group. Groups may also be Added or Removed to/from Groups later, if desired. 

   

6. Back in the primary Add Account window, Click CREATE ACCOUNT. 

   Account Objects 

   Selecting CREATE ACCOUNT will then compile the provided data into an Account DataType that can be used throughout the environment. 

   

7. After the Add Account window closes, verify that the new Account is present in the Accounts Folder. 
   

Add Account Properties