Add a New User

Add a new user to the Vault. Enter identity credentials, assign authentication method, assign roles, and grant access to vaults. You can also add the user to groups.

Note: You must be assigned the role of Administrator to perform this operation.

  1. Select Tools > Administration > Global Settings.

  2. In the Global Settings dialog box, select the Security tab, and then click Manage Access.

  3. In the User and Group Management dialog box, select the Users tab and then click New.

  4. In the New User Profile dialog box, enter the information for the new user:

    • Display Name
    • Email

  5. Enter the user information under Profile attributes. By default, First Name and Last Name attributes are available on the user profile.

    You can add custom user attributes to define additional user settings. Refer to Profile Attributes for more information.

  6. Click Accounts to assign one or more user authentication methods. Refer to Add an Authentication Account to a User Profile for more information.

    Note: Microsoft MS-DOS Device Driver names should not be used as user names in Vault. This is a Windows limitation, and using such user names may lead to an error. For more information, see the Microsoft Knowledge Base article.

  7. Click Roles and assign one or more roles to the user.

  8. Click Vaults and select one or more vaults for the user to access.

  9. Click Groups and assign the user as a member of one or more groups.

  10. Select the Enable user checkbox to activate the user account. If the checkbox is not selected, the account is not available for use and can be enabled later.

  11. Click OK.

Parent page: Manage Users