pp108 : Creating Users

Creating Users

This topic explains the procedure to create a user.

Before you begin this task:
You must have the role of a systemAdmin or organizationalAdmin to create a user.

Users are authorized to access the features of Process Platform, only if they are a part of any organization. To achieve this, a user must be created in an organization using the User Manager task. During creation, you must define the login credentials for the user, which are validated whenever the user attempts to access Process Platform. In case of any mismatch, the user is forbidden to access any features or functions.

  1. On CUSP > My Applications, click (User Manager). The User Manager window appears.
  2. Select Users - Roles or Users - Tasks or Users - Teams view in the User Manager window and click . The Create User dialog box appears.
  3. Select the type of user you intend to create from Authentication Typeoptions. Depending upon the type chosen, corresponding fields appear as described in the below table. Other than these, the following fields appear for all types of users.
    • User Name - Unique name of the user.
    • User Full Name - Description or the Full name of the User.
    • User ID - The operating system identity of the User. This acts as a unique user identifier which is used to log into Process Platform environment. If the User IDof an organizational user being created already exists, you can map it to the existing authenticated user.

      Note
      User Name and User Full Name are alphanumeric and cannot contain any of the following characters: \ / : * ? ; , " ' & < > | # +.

      If you select

      Description

      then

      External

      This is the default setup where you map the existing domain login ID of the Cordys user.

      Provide a User Name, User Full Name, and User ID in the respective fields.

      Note:
      If you do not enter a valid User ID, the user is created but will not be allowed to access Process Platform. This is because, the login ID is not validated during creation and will be verified only while accessing Process Platform. Hence, the user with invalid login ID is restricted to log into the Process Platform environment.

      Cordys

      You can authenticate a user with a customized username and password. To log in as a Cordys user, you must configure IIS webserver. For more information on setting IIS and Apache, refer to Configuring Anonymous Access.

      1. Provide a User Name, User Full Name, and User ID in the respective fields.
      2. Expand the Assign Password groupbox and provide the password in the respective fields. These credentials are validated whenever the user logs into Process Platform environment. For more information on Process Platform password storage mechanism, refer to Process Platform Password Hashing Mechanism through PBKDF2.

      Certificate

      User ID can be set to a particular user identity value, through which the administrator can restrict the users to log in only through the specified digital certificate.

      1. Provide a User Name, User Full Name, and User ID in the respective fields.
      2. Click Use Certificate button to upload a user certificate.
  4. If required, expand the Contact Info group box and fill the necessary details.
  5. Click .

A user is created.

Note:

  • After creating a user, if you wish to edit the details, right-click the user and select Edit option.
  • To associate menus and toolbars with a user, see Assigning Menus and Toolbars to Users.

Related tasks

Uploading User Certificate for a Single User
Cloning Users
Deleting Users
Creating Multiple Users
Editing User Details
Configuring ACL for Users

Related reference

Users - Roles View
Users - Tasks View
Users - Teams View
Contact Information
Process Platform Password Hashing Mechanism through PBKDF2