This guide provides step-by-step instructions on how to add a new user to the local user directory.
To Add a New User to the Local User Directory
1. Login to the User Directory
2. Click the blue Add User
button.
3. This will take you to a page where you will be asked to enter an email address, a given name and a surname for your new user.
4. Once you have done so, click the blue Save
button
5. Next you will need to assign permissions to the account using the icon in the 'Groups' tab.
Note: The user will not be able to login until they have been assigned permissions.
6. Click Save
|
7. For information on Safe Excursions permissions for the User Directory, please see this article.
8. This will create the user account and will send an email to your new user with a temporary password that they will be requested to change.
On the User’s end
1. Once an account has been created, the user will receive a welcome email asking them to set up their account, as shown below.
2. When the user follows the link, they will be directed to a page where they will be asked to enter their user name and temporary password
3. Once they have signed in with their temporary details, they will be asked to set a new password.
4. Finally, the user will be redirected to a welcome page which will display a list of Ideagen CompliSpace applications linked to the user directory. Clicking on a product icon, for example the PolicyConnect icon will send the user to the selected platform.
5. Alternatively, clicking on the Ideagen Complispace icon in the top-left will redirect the user to their directory interface where they may manage users provided that they have the correct permission levels.
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