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Home CMS Documentation Home CMS 10 Administration Users/Groups Creating User Accounts

Creating User Accounts

Prerequisites:
  • Administrators must configure CMS email settings so users receive a notification confirming their account creation and credentials. See Email Configuration.
  • Optional: System administrators can set user account password rules in local-membership.config. See CMS 10.6 Configuring Password Rules.
  • Optional: System administrators can configure the account creation and password reset email notification boilerplate templates sent to users. See Configuring Email Notification Templates.
Each user requires a user account. Administrators create accounts for users to access and work within Ingeniux CMS.
To create a user account:
  1. Navigate to Administration > Users/Groups > Users.
    Troubleshooting
    If you select a user from the list, the New User button becomes inactive. Click Cancel to clear the selection then click New User to create another user.
  2. Click New User.

    Add New User

    The Info tab displays.

    User Info Tab

  3. Configure these values:
    FieldDescription
    User IDEnter the Windows Domain account (domain\username), LDAP directory account name, email address, or other unique ID.
    Important
    The User ID cannot contain spaces. After saving the user account, you cannot modify this field.
    User NameEnter a friendly name to identify the user.
    EmailEnter the user's email address to associate with the account and receive notifications. See Email Configuration for email routing details.
    For OAuth Identity use only (cannot log in to CMS) checkbox
    Version Notes: CMS 10.6
    Default: checkbox cleared

    If selected:

    • The system prevents users from logging in to the CMS with this user account.
    • The system reserves this user account for task execution only. See Configuring OAuth Identities for details.

    Accounts with this setting enabled require administrator permissions to run complex tasks and background tasks.

    Receive Workflow Notifications checkboxDefault: checkbox cleared

    If selected, the user receives email notifications when a page in an associated workflow changes workstates.

    Note
    Notifications require a configured local or remote SMTP server. See SMTP for details.
    Suspended checkboxDefault: checkbox cleared

    If selected, this option temporarily disables the user account (i.e., prevents the user from logging in to the CMS).

    Version Notes: CMS 10.3+
    As of Ingeniux CMS 10.3+, administrators can view each user's status in the Active column. If the account is suspended, the Active value displays false in the Users list.

    Active Status of User Accounts

  4. Select or clear the Integrated Account checkbox.
    The checkbox is selected by default. When selected integrated password management and authentication activate via the CMS RavenDB database or the optional SQL Server database.
    Caution
    After saving the user account, you cannot modify the Integrated Account checkbox.

    Integrated Account Fields and Languages Field

  5. If you selected the Integrated Account checkbox, complete these fields to create an integrated account (a RavenDB-stored account):
    FieldDescription
    Account Type

    Select an internal or external credential provider in the drop-down list.

    Note
    Ingeniux CMS manages internal account credentials. If users authenticate via an external credential provider (e.g., SAML, Active Directory), password management occurs outside the CMS.
    Password

    Enter the CMS user's password.

    Version Notes: CMS 10.6
    If you selected the For OAuth Identity use only (cannot log in to CMS) checkbox, Password field is optional.
    Confirm Password

    Reenter the password to verify credentials.

    Version Notes: CMS 10.6 and CMS 10.0–10.5
    If you selected the For OAuth Identity use only (cannot log in to CMS) checkbox, the Confirm Password field is optional.

    If you cleared the For OAuth Identity use only (cannot log in to CMS) checkbox or have CMS 10.0–10.5, the integrated user can set a new password. Click the drop-down menu in the upper-right corner of the CMS. Select Change Password.

  6. In the Languages fields, enter the languages the user can read and write so the user can perform translation-related actions. See WorldView Translation for details.
    Version Notes: CMS 10.6
    The Languages users can read field is unavailable in CMS 10.6.
  7. Click Save in the upper-right corner of the Users area.

The CMS saves your changes and creates the user account.

Version Notes: CMS 10.6 vs. CMS 10.0–10.5

CMS 10.6.492: All integrated and non-integrated CMS accounts receive an email notification with their account user ID after creation. They then receive a follow-up password reset email with a link to reset their password.

CMS 10.6.308–10.6.378: All CMS accounts receive an email with their account credentials after creation. This includes integrated and non-integrated accounts.

CMS 10.0–10.5: Only integrated accounts receive an email with their account credentials after creation.