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Creating Internal Users

Internal user accounts are created by internal users having the appropriate administrative permissions:

  1. Navigate to the Admin context and click Users.
  2. Click the Add New Internal User button.
  3. Fill out the displayed data fields. Note the following:
    • The Login Name is the username that the user will use to log in to the system, and should be consistent with the format used for other internal users. External users use their email address as their login username but internal users use a separate username specified here.
    • Assign an initial Password for the user.

      The user will be prompted to change this password upon initial login.
    • Notification Delivery Preference determines whether the user will receive notifications within the system only, or via the system and email.
    • Assign the appropriate Security Groups to the user based on the user's job function and necessary level of system access. Be careful here not to give the user greater system access than necessary, as this can create security vulnerabilities and could allow the user to inadvertently change important system settings.

      All internal users should have, at a minimum, the nCore User role.
    • Assign the user to the appropriate Workgroup Administration, which will determine the scope of data (applications, permits, workflow tasks, etc.) that the user will be able to see and/or modify.
  4. Click the Save button to finish creating the user account. 

    Note that a notification email is not sent to the user; they will need to be notified separately and provided with their login name and initial password.

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