Manually creating users
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When enabling access on a contact, the automatically created system user is shown:
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The user will automatically get a username. This is formatted based on the general setting ‘Username format’ found via When creating a new user, several settings are automatically configured:
Username: The system generates a username based on the "Username format" setting, which can be found in the interface tab of the client settings
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. However, you have the option to change the username and password by using the "Change Username/Password" button.
Default Usergroup and Profile: If default usergroups and/or default user
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profiles are set in the client settings, the newly created user will
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be automatically assigned to these. Usergroups and profiles determine the user's access to specific modules of the system
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. Without them, the user won't be able to log in. More information on usergroups, profiles, and how to assign
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them can be found in the "Authorizations" section. see Authorizations.
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User License: A user license is automatically assigned to the new user based on the default settings in the general settings
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. You can also
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directly modify this value using the "User Licenses" dropdown menu on the user page. For
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detailed information about user licenses,
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refer to the User licences section.
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Email the login credentials
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Active directory interface
[To be added]
Via Workplace Experience
If the customer is also using Workplace Experience, it is possible to automatically create a contact and related system user based on a login into the workplace app. For more information about this, see; [To be added]