Product Documentation

Create users and configure account settings

Jun 05, 2015
Updated: 2013-01-04

Service providers, resellers, and customer administrators with the User Administrator security role can create users for the services provisioned to a customer. You can assign one or more security roles to the user you create. For more information about the security roles available, see Assign user security roles.

To create a user

  1. From the Services Manager menu bar, click Customers and select the customer for whom you want to create a new user. Under Customer Functions, click Users.
  2. On the Users page, under Management, click New User.
  3. Select or type the following information:
    • In UPN, type a user name that will be appended to the domain name that you select from the drop-down list. The user name is automatically populated in the Username field. You can edit the Username field.
  4. In First Names and Last Name, type the first and last name of the user. The Display Name field is automatically populated with the first and last name of the user. You can edit the Display Name field.
  5. Click Additional User Properties to add more information about the user.
  6. To designate the user a test user, select the Test User check box.
    Note: Test users are user accounts that are not added to billing reports. You can later edit this user and clear this check box.
  7. If you do not want to add more details, under Password Configuration, add a password for the user.
  8. Click Provision to create the user.

To configure account settings for a new user

  1. Click Additional User Properties to add more information about the user.
  2. Expand Account Settings to configure the following options:
    • In Change password at next logon, select Yes to require the user to create a password when first logging on. Select No to disable the change password feature.
    • In Set passwords to Never Expire, select Yes to prevent user passwords from expiring. Select No to allow the user password to expire at regular intervals.
    • In Account Disabled, select Yes or No to enable or disable the user account. If you provision a user with its account disabled, that user cannot log on to use services until you enable them by clicking Enable in User Functions.
    • In Account Locked, No is the only option and is selected by default.
    • In Account Expires, select Never to prevent account expiration. Select End of to choose the date when the account expires.
      Note: If an end date is selected, the Services Manager will automatically disable the user's account on the next calendar day and they will not be able to access the Services Manager or any related services. Leave this setting as Never if the user's account does not need to expire. This setting does not define the Password Expiry date as configured by the Service Provider for the Active Directory domain's Group Policy.
  3. Click Advanced Options to select security roles for the user. The Configure a custom role collection check box and all security roles are selected by default. You can clear or select one or more roles for the user.
  4. Clear Configure a custom role collection to select and assign one pre-configured role from the drop-down list.
  5. (Optional) Expand Email Addresses to configure one or email addresses for the user. Otherwise, the Services Manager automatically assigns an email address constructed from the UPN.
  6. When you are finished, click Provision to create the user.