Create a user

The Connected web application lets you manually create users one at a time. When created, users have an "active" status. If your site uses its own corporate identity provider (IdP) for Connected authentication, new users are ready to access Connected applications immediately. Otherwise, users receive an automated Welcome email that includes a link to set their Connected password. You cannot change the content or format of the Welcome message. After setting their password, users receive a confirmation that contains a link to the web application. If using your own corporate IdP, you must provide users with this link yourself.

TIP: If you need to create many users quickly, use the ImportUsers tool to automate the process. For information about this tool, see the ImportUsers Tool Help Center, available on the the Connected documentation site.

Before you begin

To create a user

  1. Click the HIERARCHY tab.
  2. Browse or search for the group in which to create the user, and then click it.

    TIP: If you are a customer-level administrator, instead of locating the group, you can click your company name at the top of the hierarchy. You will specify the user's group when entering information about the new user.

  3. Click ADD ( add icon ), and then click New User.
  4. Provide the following information about the user:

    • Phone number (optional)

    • Federated unique id (available only if using your own IdP to authenticate Connected users)

      If available, this field is the user's unique ID that the OAuth token maps to in the corporate IdP. The value of this field must match the IdP value or the user cannot log in to Connected.

    • Group

    • Which role you can assign to someone depends on your own role; you cannot create users with a higher rank than your own. To learn exactly which roles each type of administrator can manage, see Your span of administrative control.

  5. To subscribe the user to collaboration-related email notifications, ensure that the Collaboration Subscription check box is selected. Otherwise, clear the check box.

    This option controls whether the system sends the user an email when someone adds them to a new collaboration or updates a collaboration to which they are already a member.

  6. Click SAVE.

    If creating the user will exceed the company's user limit, the web application displays a warning message if configured to do so. To confirm the creation, click CREATE. If the system is not configured to display the warning, it automatically creates the user.