Create User
Manage users in Orchestrate using User Management. Add new users, update details and user group assignments, export user lists as CSV, view active or inactive users, designate bot users, and more.
To view the maximum allowed limit of users that you can create, go to Admin Panel > License Management.
Before you Start
Ensure that you have the Create/Update User Management permission.
Steps
To create a user, follow these steps:
Go to Admin Panel > User Management.
Click Create and enter the following fields:
Email: Enter the email address to add the user. For example, john.doe@domain.com. A login invite is sent to this email address. The two-factor authentication OTP is also sent to this email address. The email address of the user cannot be edited after the user is created.
Full Name: Enter the full name of the user. For example, John Doe.
Central Admin: Enable this to provide user permissions for managing features such as configurations, authentication, user management, and other Cyware product settings.
Add more details: Expand the Add more details dropdown and enter the following details:
Username: Enter a username for the user. For example: john.
Ensure the username meets the following criteria:
Must contain only lowercase letters, numbers, periods, and underscores.
Must be between 3 and 15 characters long.
Country Code: Enter the country code of the user. For example, +91.
Phone: Enter the phone number of the user.
Extension: Enter the user’s extension number for internal phone routing.
Permission Groups: In Assign Permissions, select the permission or user groups to add the user. You can assign multiple user groups to a user. The selected user group's permissions are assigned to the user. Permissions for users to view, create, and update different modules of the application can be controlled using User Groups. Permissions are assigned to the user as an aggregation of all assigned user groups.
In the upper-right corner, turn the Status toggle ON or OFF to set the user’s status to active or inactive. By default, the status is active.
Click Add User. You can view the user in the User Management listing page.
Manage Users
Edit: To edit the details of a user, ensure that you have Create/Update User Management permissions. Select a user to edit, modify the required details, and select Update User. Note that the user’s email address cannot be modified.
Filter: Filter the users based on the created range, modified range, and status. Click the Filters icon and select the filters.
Search: Search users by email or name. In the Search box, enter the name or email of the user.
Export: TExport the user details, click Export in the upper-right corner. A CSV file will be downloaded with details such as user name, email, user groups, created by, created on, modified on, last active, and status.
Sort by: Sort users based on the creation time and arrange them in ascending or descending order.
Columns: Customize the listing view by selecting the fields you want to display. Click Columns to choose from available field names.