The easiest way to accommodate new Users that need to be added your Brightidea will be through Command Center > People Pillar.
Note: If you are creating a User for an Initiative that is Group-restricted, ensure that you add the newly created User to the appropriate Group(s) to prevent any login or access problems. Feel free to review this article on Group Restrictions.
Once you are on the People Pillar, select the "Add User..." button in the top-right.
You will now be directed to a screen to input the User's details. The Email Address, First Name, Last Name, and Screen Name will be the most important fields to fill in for the new account.
- Additional Profile Fields you may see will be Job Title, Department, Location, Address, Phone, Mobile, Position, Work History, Expertise and much more.
- We encourage all Users to fill in these fields, as it provides a better end-user experience and allows for Admins to easily locate users in the system.
Once all of the relevant fields have been filled in, you can choose to send an email invite to the new User to inform them of their new account in your Brightidea. Admins have the option to customize the email or send the default invitation.
Admins can also send a test email to themselves to see how this email will look to a new User when their account is created.
They will receive a notification that they have successfully sent a test email.
Once the fields have been filled in and the email has been sent (optional), select the green Create User button to finish the process and receive confirmation that the account was successfully created.
Important Notes
- If you need to create users in bulk, we recommend using our User Import feature instead of manually creating accounts.
- Attempting to create a User with an in-use email address will notify the Admin that the user already exists and will fail:
- Suppose domain restriction is enabled for account registration and users are imported with email addresses outside of the configured domain(s) under System/Site Setup > Access > Registration. In that case, the Import Wizard will still create the user accounts; however, those users will not be able to log in to the System or any applicable Initiative while the domain restriction is enabled.
- If enabled, an email is triggered to the new user from the New User Account system email message template which can be modified by Admins under System or Site Setup > Site > System Email Messages:
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