Creating a user

To create a new user, provide the required details on the following panels:

• General Information : Use this panel to provide the following details about the user:
  1. A unique user ID in Certification Manager, first name, last name and email ID of the user account to be created.
     Note:  Ensure that the user name does not contain a comma. The User ID cannot be modified later.
  2. On the Expiration Date field, click the Calendar icon to select the date on which this user account should expire.
  3. In the Add Manager Profile field, add a manager profile if required. The manager selected here is the approver of the reviews for this user. To select a manager profile, type in part of the name in the autosuggest text box and select the required manager profile. Alternatively, click the Browse icon and select the required manager profile from the Browse Manager Profile pop-up window.
  4. On the Password Setting panel, select one of the following password settings option for a new user:
     • To generate the password automatically, select the radio button next to Automatically generate initial password for new user.
       Note: This option is displayed on this page depending on the configuration of the SMTP server set on Settings > Configuration > Configuration > Outgoing Email Server.
     • To provide password manually, select the radio button next to Manually enter initial password for user. You must:
       1. Enter the new password as per the password criteria displayed. The criteria displayed here are the password policies configured by the administrator that enable you to determine the combination of characters that make up your password .
       2. Re-enter the new password , in the Confirm Password text box.
       Note: If the password does not match, the Error icon is displayed next to the criteria that were not satisfied. In this case, you need to provide a different password .
• Roles : Assign Certification Manager roles to the new user as follows:
  1. Type in part of the role name in the autosuggest text box. A list of roles matching the search criteria is displayed. Select the required role. To select multiple roles at a time, click the Browse icon. The Browse Roles pop-up window is displayed. Select the desired roles and click OK. All the roles to be assigned to the new user are displayed in the list of roles below the Roles field.

  To remove any of the selected roles, select the required roles and click the Remove icon.

  Note:  Certification Manager ships with five standard roles. Each role contains permissions that enable a user to perform different functions in Certification Manager.

Click Save after providing the details. The newly created user receives two email notifications, the first confirming the user name. The second email notifies the user about the  password to sign into Certification Manager.