Create a New User (Copy)

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When you create new users, you can select various user options based on the requirements of your business.

Added Ability to Create Only LDAP Users

You can now assign permissions to create only LDAP users when adding new users.

This option can be set in the User Administration Settings tab of the selected User Administration Center role.

This issue was tracked as Item #116593.

MicroStrategy Tab Will Display Only if Appropriate Project is Established

The MicroStrategy tab will now display only if the appropriate project is set up. Not every environment is configured with the MicroStrategy project so this enhancement will help alleviate confusion.

This issue was tracked as Item #116597.

To create a new user:

1. In User Administration, click Users in the left navigation.
   You see a list of all the available users.
2. Click Create New and select Create New User.
    
3. In the Account dialog box, enter the new User ID and Full Name and select the appropriate user options. Click Next.
   
   
4. In the Contact Details dialog box, review the Address and Phone Number. These options can be configured dynamically via a code category and used when creating new users. You can also select the default notification type (E-Mail, Application, or File). 
   
5. In the Authentication dialog box, select the appropriate user options. Click Next.
   
   
6. In the Functional Access dialog box, click the tabs to select the appropriate Account Type, Application Role, Centers, and Roles user options.
   REPLACE GRAPHIC, APPLICATION ROLE TAB WAS RETIRED. User, Operator, Advanced User, System Administrator, User Administrative Role were ALL retired.
   
7. If you are creating an advanced user, you can assign a user administration role to this user. In the Account Type tab, click Advanced User and click Add Role create a new user administration role.
   REPLACE GRAPHIC, ADVANCED USER AND USER ADMIN ROLES WERE RETIRED.
   
8. Once the new user administration role is created, click View Role Details to review or click the drop down to select another user administration role. Click Next.
   
9. In the Data Access dialog box, click the Business Group drop down and select the appropriate business group user option.
   

   Currently it is not possible to add or delete Report Profile Group.

   Please add option to add and delete Report Profile Group.

   The Add and Delete options have been added to the Report Profile Group. These options allow you to add a new or delete an existing Report Profile Group. These are located in the Users workspace, User Properties, in the Data Access tab.

   
   
10. Click Save to save the new user or click Back to view previous dialog boxes. Under Users, you see the details for the new user you created. The user can now access the system.
11. If needed, refresh, print, or export the information displayed in the workspace.

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