Create a New User Account

Create a new user account, which can be created with or without an email address.

Note:  An email address can be added to a user account at any time.

  1. Go to Administration > User Management.
  2. Click on Create new user.
    At the top of the existing user account list, a new blank line opens.
  3. Enter a User Name.
    • Must have at least five characters
    • Can only contain letters, digits, underscore, minus and dot
    • Must be unique from existing user accounts
    • Are not case sensitive
    • Must contain no spaces
  4. Enter a valid user Email address.
    If the user has no email address, leave blank.
  5. In the Roles column, select a role or roles.

    Note:  A new user cannot be added without an assigned role.

    Note:  It is recommended to assign users to the least privileged role required for their use of the Data Reviewer, which limits the activities that they can do.

  6. Click on Create.

    A new user account has been created and a confirmation email is sent (should have already set-up the SMTP) to the user email address, which tells them to confirm their email address / password. If the user does not respond within 24 hours a second confirmation email can be sent.

    1. Enter a password and confirm the password.
    2. Click on Confirm.
    A new user has been created. The created password must be given to the new user, who must use it when they log in. Once entered, the new user is prompted to create a new password.

The new user account, with or without a valid email address, has now been created and added to the bottom of the user account list.