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Manually creating users

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  1. Username: The system generates a username based on the "Username format" setting, which can be found in the interface tab of the client settings. However, you have the option to change the username and password by using the "Change Username/Password" button.

  2. Default Usergroup and Profile: If default usergroups and/or default user profiles are set in the client settings, the newly created user will be automatically assigned to these. Usergroups and profiles determine the user's access to specific modules of the system. Without them, the user won't be able to log in. More information on usergroups, profiles, and how to assign them can be found in the "Authorizations" section. see Authorizations.

  3. User License: A user license is automatically assigned to the new user based on the default settings in the general settings. You can also directly modify this value using the "User Licenses" dropdown menu on the user page. For detailed information about user licenses, refer to the User licences section.

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For more information on the other user settings, see: Personal settings

Emailing 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]