Creating Users

Anne Ramey
Space Admins

Inviting Users

One of the quickest and simplest ways to add new users to your Service Portal solution is to Invite Users. As Space Admins, this ability is available beneath your avatar.

InviteOthersMenu

This provides a quick way to add as many people as desired. Just type in their email addresses, selected the desired teams and roles, and invite.

Inviting vs Importing Users

Beneath the User Settings, there is also the ability to import users. The import takes a comma delimited (CSV) file with the following headers/ sample data:

allowedIps attributesMap displayName email enabled memberships preferredLocale profileAttributesMap spaceAdmin username
{"Site":[],"Department":[],"Organization":[],"Manager":[]} John Doe John.Doe@yourcompany.com TRUE [{"team":{"name":"Role::Form Developer"}},{"team":{"name":"Administrators"}},{"team":{"name":"Role::Submission Support"}},{"team":{"name":"Role::Task Developer"}},{"team":{"name":"Default"}},{"team":{"name":"Role::Data Admin"}},{"team":{"name":"Role::Employee"}}] {"Queue Personal Filters":[],"First Name":[],"Guided Tour":["Welcome Tour","Services","Queue"],"Last Name":[],"Phone Number":[]} Cell TRUE John.Doe@yourcompany.com

The simplest way to getting a starting place for an import is to export the existing users and start from that. Note that there are several more complicated data structures here: attributesMap, memberships, profileAttributesMap. These data structures do have to be accurately created for the import to work properly.

However, the invite will create the data structures for you as you select these values from the menu. Either solution may be more practical, depending on the quantity of users being created.

Creating an Individual User

There are three ways to go about creating an individual user:

  • Invite the user using the Invite Others
  • Create the user using the Create Users option in User Settings
  • Clone an existing user in User Settings

Each of these has it's own advantages. Inviting is quick and simple. Create offers you all the user configuration options with a clean slate, and Clone offers you, essentially, a preconfigured user.

However you create a user, they will get an invitation to the system and have the ability to set their own password upon their first system entry.

Resetting a User's Password

It is always possible that a user loses that first email or later forgets their password. With Service Portal the user is enabled to reset their own password at any time from the login screen. They only need to provide the email address for their account and they will receive a password reset token.