Create a User Account
  • 17 Jun 2022
  • 2 Minutes to read
  • Dark

Create a User Account

  • Dark

Administrators manage accounts and account creation in the System > Security > Account folders.

Accounts contain login credentials, any user-related personal information, and the groups the account belongs under. This data can be used in a process in various Designer Elements. 

Permissions can be granted at the account or group level. Account permissions override group permissions since they are higher priority.

Administrators may optionally install the Active Directory (AD) module to authenticate accounts. This can be complimented with  Single-Sign On (SSO) to additionally secure logins to the server.

Required Account Information

The following fields must be filled to create a new account in the instance:

Setting NameDescription
EmailPrompts for the email of the account to create.

Either the email or the user identifier value can be used during login. 
PasswordPrompts for the password for the email account. 
Confirm PasswordPrompts to reenter the password again to confirm accuracy.
User IdentifierPrompts for a username attached to the user account.

If left blank, then the user may login with only their email address.

Optional Account information

Further identifying information may be specified in the optional account creation fields:

Property NameDescription
Employee IDPrompts for the employee ID of the account user. 
First NamePrompts for the account user's first name.
Middle NamePrompts for the account user's middle name.
Last NamePrompts for the account user's last name.
InitialsPrompts for the account user's initials.
DepartmentPrompts for the account user's department.
Job TitlePrompts for the account user's job title.
CompanyPrompts for the account user's employer.
ManagerAllows selection of which groups this account will manage.
LocationAllows selection of the default login location in the instance for the account.
Is ActiveToggles setting the account as active in the instance.
Is ConfirmedToggles settings the account as confirmed.
Can Use PortalToggles permission to access the Portal.
Allows selection of which language the account uses.

Options are populated based on the language added under System > System Data > Languages.
TimezoneAllows selection of which timezone the account exists under.
User Culture
Allows selection of the account's user culture.
PhonePrompts for the phone number(s) associated with the user account.
Member OfAllow selection of which group(s) the new account will belong to upon creation.

Note that the account will automatically adopt the same permissions of the group(s) it joins.
AddressPrompts for the address(es) associated with the account's user.
Allowed ImpersonationsAllows selection of which accounts the new account is allowed to impersonate.
Email AddressesPrompts for additional email address(es) associated with the user account.
Instant MessengerPrompts for instant messenger information associated with the user account.
Other ContactPromtps for other additional contact details associated with the account.

Deleting an Account

To delete an account, right-click on the desired account to view the Action Menu. Under the Manage dropdown, select Delete [AccountName].

Deleting an account within the Studio removes information from the instance, but it does not remove the deleted account data from the database tables. If a hard delete is required, contact

For further information on Administration, visit the Decisions Forum.

Was this article helpful?

What's Next