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Creating User Accounts

Each user requires a user account. Administrators create accounts for users to access and work within Ingeniux CMS.
Note
If a user is selected, the New User button dims. Click Cancel to escape the user selection and click New User to create another user.
To create a user account:
  1. Navigate to Administration > Users/Groups > Users.

    Add New User

  2. Click New User.
    The Info tab displays.

    User Info Tab

  3. Configure the following 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. Once the user account saves, the User ID field cannot be modified.
    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 details about configuring email routing.
    For OAuth Identity use only (cannot log in to CMS) checkbox
    Version Notes: CMS 10.6
    This checkbox is available in CMS 10.6 and is cleared by default. If selected, the following occurs:
    • The system prevents users from logging in to the CMS with this user account.
    • The system reserves this user account for task execution purposes only. See Configuring OAuth Identities for details.

    You can select this checkbox for any user account. Keep in mind that, for users to execute complex tasks and to run background tasks, accounts with this selected checkbox require administrator permissions.

    Receive Workflow Notifications checkboxThis checkbox is cleared by default. If selected, the user receives email notifications when a page in an associated workflow changes workstates.
    Note
    The system requires configuration to use a valid local or remote email SMTP server. See SMTP for details.
    Suspended checkboxThis checkbox is cleared by default. 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 the status of each user in the Active column. If the account is suspended, the Active value displays false in the Users tab table.

    Active Status of User Accounts

  4. Select (default) or clear the Integrated Account checkbox.
    When selected, the integrated password management and authentication activates via the CMS RavenDB database or the optional SQL Server database.
    Caution
    After saving the user account, the Integrated Account checkbox cannot be modified.

    Integrated Account Fields and Languages Field

  5. If the Integrated Account checkbox is selected, then complete the following fields to create the user with an integrated account (i.e., 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), then password management is external to the CMS.
    Password

    Enter the password for the CMS user.

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

    If you cleared the For OAuth Identity use only (cannot log in to CMS) checkbox or if you have CMS 10.0–10.5, then keep in mind that 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. Provide languages the user can read and write in the Languages fields to allow the user to perform translation-related actions. See WorldView Translation for details.
    Version Notes: CMS 10.6
    The Languages users can read field has been deprecated in CMS 10.6.
  7. Click Save in the upper-right corner of the Users area after configuring these values.
    The system saves your changes and creates the CMS user account.
    Version Notes: CMS 10.0–10.5 vs. CMS 10.6
    In CMS 10.0–10.5, only integrated accounts receive an email with their account credentials after creation.

    In CMS 10.6, all CMS accounts receive an email with their account credentials after creation. This includes integrated and non-integrated accounts.