You are here: About security > About user accounts > Creating and editing users

Creating and editing users

User account management is available to system administrators, workspace administrators, and workspace privileged users.

To create a new user account:

  1. In the Settings view, expand the name of the workspace in which you want to create the user and click User information. A page showing lists of the existing system and workspace users appears.
  2. In the User list section header, click New. A page showing the available user options appears.
  3. Click options or type values using the descriptions in the following table.
User properties
Option Description

Username

Account name as you want it to be seen by users. For information about valid characters, see User name requirements.

First names

First and middle names.

Last name

Last name.

Address

Postal address.

Email

Email address for links and notifications.

Organization

Select a value from the list.

Default group

Select a default group for the user in the current workspace. To assign the user to other groups, see Adding and removing access group members.

Note    The default group value does not influence the basic Project Portal functionality.

Password

Type a valid password. Confirm the password in Again.

Notes

  • NEW  Passwords must:
    • Be at least 8 characters
    • Contain letters (a to z excluding accented letters)
    • Contain at least one non-letter character that is not at the beginning or end
    • Cannot contain the user name, first name, last name, or email address
    • Cannot contain more than two consecutive characters in alphabetical order
    • Cannot include the same character for one half or more of the total characters (for example, “p1a1s1s1” is not valid but “p1a1s1s1w” is valid)
  • A user's password is the same in all workspaces.
  • You do not have to type the password if you are changing other properties, for example, the email address. The Password fields are used for changing the password only.
  • Project Portal passwords are case-sensitive.
  • If no password is specified, the user account will be created but the account will not have access to Project Portal until the password is specified.
   
  1. Click Create user. The page listing the existing users reappears with the new user added.

To edit an existing user account:

  1. In the Settings view, expand Project Portal installation, expand Workspace properties, and select System Users. A page listing the existing users appears.
  2. Select the user that you want to edit and click Edit. A page showing the user's current configuration appears.
  3. Select or type options using the descriptions in the preceding table.
  4. Click Save user. The page listing the existing users reappears.

Related concepts

About user accounts

About roles

About access groups

About access profiles

Related tasks

Deleting and restoring users

Adding users to a workspace

Related information

User name requirements

Understanding user account types


www.bluecieloecm.com