Providing Portal Access and User Authentication > Creating Portal User Accounts
Version 9.1
Creating Portal User Accounts
This procedure assumes that you identified the host group to which the user must belong, and that the host group or subgroup is available. If not, go to Task Overview: Setting Up a Host Group Hierarchy.
A Super User can create both End User and Administrator accounts for any group within the host group hierarchy.
An Administrator can create both End User and Administrator accounts within the Administrator’s home group (domain).
An End User can create only End User accounts within the user’s own home group (domain).
To create a user account
When you create a user account, you create the user details, access privileges, group membership and a password. Users can modify their passwords and some of their profile information, however, they cannot modify their access privileges. Preferences for locale, number and date formatting are set by the user using the user account menu.
1. Select Admin > Users > Users and Privileges. The window displays all Portal users.
2. Click Add to add a new user.
3. Fill in the Details fields.
Required fields are denoted with an asterisk. First name and last name fields are limited to 64 characters.
The Login ID should be in an email format, as required by LDAP. This field is limited to 128 characters.
From the selector, select the User Type. For a definition of the privileges associated with a user type, see About User Types.
Be sure to select a Home host group. A home group is a host group to which a user belongs. This limits a user’s access to data. A user can access any host groups that are lower in the hierarchy from the home host group.
4. Click the Privileges tab and expand the folders to select the user’s access to Reports, Policies, and Administration tasks. For additional information, see Assigning User Privileges.
NOTE: If you have many user for which you need to assign privileges, a more efficient approach would be to create user groups and assign privileges to the groups. See Creating User Groups.
5. (Optional) Click the Groups tab to assign the user to a functional group.
6. Click OK to create the user.