Create a User Account
  • 27 Jul 2022
  • 2 Minutes to read
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Create a User Account

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Article summary


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...). 


Considerations and Warnings 
  • Test Accounts: Test Accounts can typically be established with any parameters for local development purposes. However using arbitrary configurations to create an Account is not recommended for testing Email or Communications steps.

  • Deleting an Account: Deleting an Account via the Decisions Studio only deletes the information from the environment and does not permanently remove it from the Database Tables. If a "hard-delete" is required, contact for Account deletion queries. 

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

Property NameDescription
EmailEmail address of the new account
PasswordPassword for the new account user to use to log into Decisions
Confirm PasswordConfirmation of password
User Identifier
Employee IDOptional employee ID for the new account
First NameUser's first name
Middle NameUser's middle name
Last NameUser's last name
InitialsUser's initials
DepartmentDepartment the user works in
Job TitleJob title of the user
CompanyThe company name the user works for
ManagerAllows the user to pick the account for the manager
LocationAllows the user to pick the location of the user
Is ActiveSets whether the account will be active in the environment
Is ConfirmedSets whether the account is confirmed
Can Use PortalSets whether the new user has permission to use the Portal
LanguageSets the language of the user account
TimezoneSets the timezone for the user account. For more information, see Setting up a User's Timezone.
User CultureSets the culture for the user to automate DateTime translation for the user. For more information, see User Culture.
PhoneDefines the phone number(s) for the user account
Member OfDefines what group(s) the user account is a member of
AddressDefines the address(es) for the user account
Allowed ImpersonationsSets which accounts the user is allowed for impersonations
Email AddressesDefines the email addresses associated with the user account
Instant MessengerDefines the instant messenger information for the user account
Other ContactDefines additional contact details for the user account

For further information on Administration, visit the Decisions Forum.

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