Creating a User

🚧To create a new User, please follow the steps below:

1

Navigate to the Security->Users page

2

Click the Create button located on the top left of the Users Table Toolbar.

3

Enter the Username into the Username input.

Username Field

👤This is the username that will be used to associate with the new User.

🔐They will use this to login via the login page

Username Type
Field
Type

Username

Text

4

Fill in the Security Property fields

Security Property Field Descriptions

Role

🏷️This is the role that should be associated to the user.

🔑This provides access and privileges for the user to operate within the system.

New Password

🔐This is the password used for the new user

Confirm Password

🔃This is to confirm the new password entered above.

❗This must be the same value as the New Password field

User must change password on next login

1️⃣This indicates if the password entered above is intended as a one-time access password to initialize the new user.

✅If checked:

  • 🔐the user will login with the New Password provided, then

  • 💬the user will have to supply a new password after initial login.

Security Field Types
Field
Type

Role

Select

New Password

Text

Confirm Password

Text

User must change password on next login

Checkbox

5

Fill in the Demographic Property fields

Demographic Property Field Descriptions

Security Email

📧This is the email to associate with the new user.

🔊This email will be used for any communications via:

  • 💻the system, or

  • 🔐the reset password functionality.

Security Phone

📞This is the phone number that should be associated with the new user.

Given Name

💳This is the first/given name of the new user.

Family Name

💳This is the last/family name of the new user.

Preferred Language

💬This is the preferred language of the new user.

🖥️This field determines which language to display (for translations) when the user successfully logs into the system.

Facilities

🏨This is the facilities that the new user will associate to.

ℹ️There can be one or more facilities selected.

Employer

🧑‍💼This is the employer of the new user.

Demographic Fields Types
Field
Type

Security Email

Text

Security Phone

Text

Given Name

Text

Family Name

Text

Preferred Language

Select

Facilities

Autocomplete Search Field

Employer

Autocomplete Search Field

6

Click the Save button (located at the bottom right-hand corner of the form).

After clicking save...

7

Verify the new User appears in the table

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