Manually creating users
Apart from importing users or setting up automated user provisioning (more on that below), users can also be manually created. Unlike other objects such as Assets, Requests, or Contacts, users (referred to as System Users) aren't created independently. Instead, they are always created based on existing contacts, which can be persons or organizations.
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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.
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.
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 licenceslicenses section.
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For more information on the other user settings, see: Personal settings
Additional user settings
(Settings tab.
User settings via general user settings
Emailing Login Credentials
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Alternatively, a more customized approach can be implemented using an SFTP (Secure File Transfer Protocol) interface. This involves automatically importing files from an FTP server to manage employee data. For more information on setting up a Custom Employee Interface, refer to the documentation available SFTP import/export setup /wiki/spaces/KB/pages/210239617
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 further details on this integration and user creation within Workplace Experience, refer to the comprehensive guide available in the general article about user creation in Workplace Experience: Users & Groups
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