Creating Users

Overview

Users can be created manually by other users or automatically by configuring the platform to authenticate against an IDP (Identity Management Provider) using common protocols like SAML. This guide provides instructions for creating users via the Space console or the Service Portal solution provided by Kinetic Data.

Using the Space Console

Follow these steps to add a user using the Space console:

Under the Configuration section of the navigation pane, click Users.
Click New User.
Fill in the fields on the New User page. Only the Username, Password, and Password Confirmation fields are required, but you can fill in as much information as you want to specify for the user.
Click Create User.

Using the Service Portal

Inviting Users

You can quickly and easily add new users using the Invite Others option in the Service Portal.

The Invite Others option is available to Space Admins

The options available when inviting others from a Service Portal solution

This provides a quick way to add as many people as desired. Just enter each user's address, select the desired teams and roles, and click Invite Now!.

Cloning an Existing User

See Cloning Users for more information on creating a copy of an existing user record for a new user.

User Settings

From the User Settings page, you can create, import, and export user information.

To add a single user, click Create User, then fill in the fields on the New User page. Only the Username, Email, Password, and Password Confirmation fields are required, but you can fill in as much information as you want to specify for the user. Once you've finished entering the user's information, click Create User.

Specify the user credentials in the New User window

Importing Users

You can import one or more users using a comma-delimited (CSV) file. The following table lists the elements required in the header and sample responses in the first row.

allowedIps	attributesMap	displayName	email	enabled	memberships	preferredLocale	profileAttributesMap	spaceAdmin	username
	{"Site":[],"Department":[],"Organization":[],"Manager":[]}	John Doe	[email protected]	TRUE	[{"team":{"name":"Role::Form Developer"}},{"team":{"name":"Administrators"}},{"team":{"name":"Role::Submission Support"}},{"team":{"name":"Role::Task Developer"}},{"team":{"name":"Default"}},{"team":{"name":"Role::Data Admin"}},{"team":{"name":"Role::Employee"}}]	{"Queue Personal Filters":[],"First Name":[],"Guided Tour":["Welcome Tour","Services","Queue"],"Last Name":[],"Phone Number":[]}	Cell	TRUE	[email protected]

To simplify the process, you can select Export Users from the User Settings page to generate a file with the necessary format.

Note: When developing your import file, pay careful attention to elements with more complicated data structures (attributesMap, memberships, profileAttributesMap). These data structures must be formatted correctly for the import to work properly.

The invite process creates the data structures for you as you select these values from the menu. The practicality of either situation depends on the number of users being created.

Resetting a User's Password

If a user loses their onboarding email or forgets their password, they can reset it from the login screen.