- 27 Apr 2023
- 2 minutes to read
User settings
- Updated on 27 Apr 2023
- 2 minutes to read
As a Customer Admin you can manually create new users. You can also add new users via HR import or third-party integrations.
The following options will be available when manually creating a new user or when editing an existing user.
Setting | Description | Notes |
---|---|---|
Username | Enter a unique username that will be used by the user to log in to the site. | Please be aware that some authentication methods will not allow you to change the username. |
Choose an authentication method | This setting determines the authentication method used when the user logs in. To block the user from logging in, select No login. | - |
Suspend account | Suspended user accounts cannot log in or use web services, and any outgoing messages are discarded. | - |
Generate password and notify user | Check to generate a random password for the user and send it to them via email. If a password policy has not been set, the password will be randomly generated based on some pre-set secure conditions. Otherwise, if a password policy has been set, a password will be randomly generated according to the policy requirements. Any passwords generated will not be shorter than the minimum password length. | - |
New password | Enter a new password or leave blank to keep the current password. | - |
Force password change | Check this box to prompt the user to change their password on their next login. | - |
First name | The user's first or given name. | This is a mandatory field. |
Surname | The user's last name or family name. | This is a mandatory field. |
Email address | The user's email address. | This is a mandatory field. |
Email display | You can choose how the user's email will be displayed to others. Select from:
| - |
City/town | Enter the city or town where the user is based. | - |
Select a country | Select the country the user is based in. | - |
Timezone | Set the time zone the user is in. All content on the site will be converted so it is displayed correctly for their chosen time zone. | - |
Language | Set the language of the new user. Selecting this when creating a user ensures that the login page or welcome email greets the user in the given language. | - |
Description | Enter some text about the user, which will then be displayed on their profile page for others to view. | - |
User picture | Upload an image to use as the profile image. You can also add a picture description to make the image more accessible. | Available file size and formats will be determined by those allowed on your site. |
Additional names | You can enter additional names for the user, such as phonetic spellings, middle names, and any alternate names the user might go by. | - |
Interests | Enter the user's interests, one by one. These will then be displayed on the user's profile page as tags. | - |
Aspirational position | This is the target position the user will be progressing towards. Use the Choose position button to select the user's aspirational position from the available position framework(s). | - |
Optional | You can enter several optional user details, including the following:
| - |
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