Training Create an Enterprise User

Training: Create an Enterprise User

What you'll learn: how to add a new user to your enterprise and set their access. You need: Administrator access type, enterprise admin application. Time: 5 minutes.

Steps

1. Go to Left menu → Access Control → Enterprise Users. (Can't see it? Type "Enterprise Users" in the header Search.)
2. Click + in the toolbar. The Create User: Details dialog opens.
3. Type the user's Email — this becomes their login and receives their setup link.
4. Type First Name and Last Name (optional but recommended). Leave Active checked.
5. Click the orange → to go to step 2, Access Control.
6. Pick an Identity Provider (Internal unless you use SSO) and an Access Type (e.g. Web Access).
7. Pick a Home Tenant — the application the user lands in. To close an open dropdown, click elsewhere inside the dialog.
8. Leave Access Expires After Days of Inactivity at 90 unless your policy differs.
9. Click the orange +. A confirmation tells you a password-setup email was sent — the link expires in 7 days.
10. Click ✓ to close the confirmation, then click REFRESH on Enterprise Admin Home to see the USERS tile increase.

Check your work

Search the user's email in Access Control → Enterprise Users — the row shows Active ✓ with your chosen access type and home tenant.

Finish the job: open the home application's App Users screen to assign the user's roles — the home tenant grants access, roles are assigned in the application.

Try it yourself

Create a user with a test email you control, watch the setup email arrive, then deactivate the user (see Training: Deactivate and Reactivate a User).

Related training

Training: Deactivate and Reactivate a User · Training: Approve Access Requests · Training: Create an API Key