Adding Users in Worksoft Portal
Only Worksoft Portal administrators have the ability to add new users. As you create a new user, you will add the user to one or more tenants.
The default user name is admin@worksoft.com, and the default password is password.
To add users to Worksoft Portal:
- Log on to the Worksoft Portal as an administrator.
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From the Worksoft Portal menu, select Portal Configuration> User Administration.
The User Administration page opens.
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Click Add New User.
The Add User dialog opens.
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To create an active user, verify that Active is selected.
To deactivate a user, select Inactive.
- Enter the following information in the related fields:
- Username
- First Name
- Last Name
- Password
- Confirm Password
- If you want to force a password change on login, select the Force password change on login option.
- From the Time Zone drop-down list, select your preferred time zone for the user.
- From the Super User drop-down list, select Yes if you want to make the user a superuser.
- In the Assign Tenants/Groups section, select the tenants in which you want to add the user. For more information about tenants, see Creating Tenants in Worksoft Portal.
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Click Save.
The user appears in the list on the User Administration page.
Service Integration Requirement
When integrating Worksoft services and products, you need to create a Worksoft Portal user name and password that is exactly the same as the Certify user name and password you will be using.