Creating New User Accounts

An administrator can create new user accounts.

Availability Note. This feature is only available to users with administrative privileges.

The following steps demonstrate how to create a new user account.

  1. On the main navigation bar, click , the gear icon.

  2. In the drop-down menu, click Users & Groups.

    selecting Users & Groups. Administration menu shows Apps, Set Homepage, and Job Status. The Site Administration menu includes Users & Groups (active), Manage Roles, Email Templates, Custom Styles, Custom Colors, Static Assets, and Site Settings.
    Selecting Users & Groups from Site Administration () Menu
  3. The Manage Users & Groups interface appears, open on the Users tab.

  4. Click New User.

    In Manage Users & Groups page, clicking the New User button
    Creating a New User

    New User modal window appears.

  5. In the New User modal window,

    • Enter Username.
    • Under First Name enter John and under Last Name enter Mason. These values can also be picked up from LDAP user definitions.
    • Enter Password. We recommend the following considerations, when you enter your password:
      • Ensure that your password meets the minimum requirements. See Setting User Password Requirements.
      • You are locked out after five failed attempts. See Account Lockout Configuration to change the account lockout configuration settings or to unlock the user.
      • Check Show Password because you will share this information with the designated user.
    • Under Permissions, select Normal user.
    • [Optional] In the Groups tab, under Group Membership, use the Search box to find user groups, and assign the new user to existing groups by selecting user groups on the left list, and then clicking Add to move them to the right. See additional information on adding users to user groups.
    • [Optional] In the Roles tab, under Roles, use the Search box to find roles, and assign the new user to existing roles by selecting roles on the left list, and then clicking Add to move them to the right. See additional information on adding users to roles.
    • Click Save.

    Note: if you have not defined at least one User Group, the New User modal window does not contain Group Membership information.

    New User modal, text box for username, text box for password, check box for Show Password, Permissions options for Normal user (active) or Admin user, Group Membership search box and include-exclude lists with Add>> and <<(Remove) buttons, Cancel button, and Save button
    New User Setup

After the operation succeeds, you will see the Manage Users & Groups page, open on the Users tab. Note that the user adminuser is part of the list, the account permissions are set to Normal, and status is Active.

List of Users
Manage Users & Groups, List of Users Showing New ArcadiaUser Added

Note, when the adminuser logs in, the first name and last name of the user appears in the top right corner of the navigation bar.

Displaying the name of the user in the navigation bar
Display First Name and Last Name in the Navigation Bar