Creating a New User - Administration Portal - Current - Current - Ready - Hyland Experience - external

Hyland Experience Administration Portal

Platform
Hyland Experience
Product
Administration Portal
Release
Current
License

Manually create user accounts using the Administration Portal.

Follow this procedure to manually create a user account for an end user. To create a service account for an external service application, see Creating a Service User.

To create a new user:

  1. Open the Administration Portal.
  2. Do one of the following:
    • On the Dashboard page, click New User in the Users tile.
    • Select the Identity tab under the banner to display the Users page. Then, click Create Internal User.
    The Create New User wizard is displayed.
  3. On the User Information page, enter the following information for the new user:
    • Username (required)
    • First Name
    • Last Name
    • Email (required)
    • Confirm Email (required)
  4. Click Next.
  5. On the User Groups page, choose the groups the new user should belong to.
    You can skip this step to assign the user to groups at a later time.
  6. Click Create.
    The new user is added. A verification email is sent to the email address you entered for the new user.