- 17 Jun 2022
- 2 Minutes to read
Create a User Account
- Updated on 17 Jun 2022
- 2 Minutes to read
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.
Required Account Information
The following fields must be filled to create a new account in the instance:
|Prompts for the email of the account to create.|
Either the email or the user identifier value can be used during login.
|Password||Prompts for the password for the email account.|
|Confirm Password||Prompts to reenter the password again to confirm accuracy.|
|User Identifier||Prompts 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:
|Employee ID||Prompts for the employee ID of the account user.|
|First Name||Prompts for the account user's first name.|
|Middle Name||Prompts for the account user's middle name.|
|Last Name||Prompts for the account user's last name.|
|Initials||Prompts for the account user's initials.|
|Department||Prompts for the account user's department.|
|Job Title||Prompts for the account user's job title.|
|Company||Prompts for the account user's employer.|
|Manager||Allows selection of which groups this account will manage.|
|Location||Allows selection of the default login location in the instance for the account.|
|Is Active||Toggles setting the account as active in the instance.|
|Is Confirmed||Toggles settings the account as confirmed.|
|Can Use Portal||Toggles permission to access the Portal.|
|Language||Allows selection of which language the account uses.|
Options are populated based on the language added under System > System Data > Languages.
|Timezone||Allows selection of which timezone the account exists under.|
|User Culture||Allows selection of the account's user culture.|
|Phone||Prompts for the phone number(s) associated with the user account.|
|Member Of||Allow 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.
|Address||Prompts for the address(es) associated with the account's user.|
|Allowed Impersonations||Allows selection of which accounts the new account is allowed to impersonate.|
|Email Addresses||Prompts for additional email address(es) associated with the user account.|
|Instant Messenger||Prompts for instant messenger information associated with the user account.|
|Other Contact||Promtps for other additional contact details associated with the account.|
Deleting an Account
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 firstname.lastname@example.org.