Local Systems can create Local Users from the Desktop Client. Cloud Systems can create Local Users and Cloud Users from the Desktop Client and Cloud Users from the Web Admin and DW Cloud. Local User accounts belong to the System, and cannot be moved elsewhere or used in the different services. Cloud User accounts do not belong to any System, but are added in a way which grant some rights to it. Cloud Users can access DW Cloud features.
1.Use one of the following methods to open the New User dialog:
Desktop Client
•Open Main Menu and choose New > User.
•Open Main Menu, click on User Management, then click the New User button.
•Right-click on Users in the Resource Tree and choose New User.
•From System Administration, go to the Users tab then click the New User button.
•Open Settings > Users > Add User.
Note: This option only appears in the Web Admin for cloud-connected Systems and can only add Cloud Users when accessed outside of the Desktop Client.
2.In the New User dialog, enter the following user information:
•Login – Enter a log in ID for the user.
•Password and Confirm Password – Enter a password for the user.
IMPORTANT: The password is case-sensitive.
•Name – Enter the user's name.
•Email – Enter the address that will be used for Email notifications. If this is not set, the user will not be able to receive "Mail Notifications" from the System.
•Role – Select a User Role from the menu. Predefined and custom roles will be included. To assign special permissions, click the Edit Roles button (see "Roles Management").
3.Apply changes.
Note: All users can reset their own password.
New Cloud Users
If the System is connected to DW Cloud, the new user dialog for a "Cloud" user looks like this:
Enter the user's email address and click OK. The System will send the user an email.
If the user is not registered, they will get email notification that they have been granted access to the System and a registration link. If the user has already registered on the Cloud Portal, they will get an email letting them know that the System has been shared with them.
As long as new user is not registered on the Cloud Portal, a warning will be shown in their User Settings: