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Create a New User Account
Create a new user account.
Your user account or group membership must have the following permissions to create a user account unless your user account has the Make this user a Super Admin setting selected:
- Users: Create Users
- Users: View Users
Before creating a new user account, verify that a user account by the same username does not already exist. If you attempt to create a new user account matching an identical username for a deleted user account, ProcessMaker Platform notifies you that a deleted user account already exists.
Click Yes to reactive the deleted account.
Usernames and passwords must adhere to the following protocol:
- Usernames may use alphanumeric characters, underscores (
_), and hyphens (-). - Passwords must be at least eight (8) characters long, must contain at least one uppercase letter and a number or symbol. Password special characters are recommended.
Follow these steps to create a new user account:
- 1.
- 2.Click the +User button. The Create User screen displays.​
Create User screen - 3.In the Username field, enter the username associated with the user account. Usernames may use alphanumeric characters, underscores (
_), and hyphens (-). This is a required field. - 4.In the First name field, enter the first name of the person associated with the user account. This is a required field.
- 5.In the Last name field, enter the last name of the person associated with the user account. This is a required field.
- 6.In the Job Title field, enter the person's organizational job title associated with the user account.
- 7.From the Status drop-down menu, select the status of the user account using one of the following options:
- Active: An Active user account is one in which a person can use it to log on to ProcessMaker Platform.
- Inactive: An Inactive user account is one in which a person cannot use it to log on to ProcessMaker Platform.
- 8.In the Email field, enter your business email address associated with the user account. This is a required field.
- 9.In the Password field, enter the password associated with the user account. Passwords must be at least eight (8) characters long, must contain at least one uppercase letter and a number or symbol. Password special characters are recommended. Password validation indicates how strong your password is and, at a minimum, it should meet the medium strength requirements described above.
- 10.In the Confirm Password field, confirm that the password matches that entered into the New Password field. Password validation indicates if the New Password and Confirm Password values do not match.
- 11.Click Save. The following message displays: The user was successfully created. Furthermore, the Information tab displays for the new user account to specify which groups and/or permissions to assign the new user account. See Edit a User Account.