Adding Users in the Worksoft Portal

Only the Worksoft Portal administrators and super users have the ability to add new users. As you create a new user, you can 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 the Worksoft Portal:

Sign in to the Worksoft Portal as an administrator.
From the Worksoft Portal menu, select Portal Configuration> User Administration.

The User Administration page opens.
Click Add New User.

The Add User dialog opens.
To create an active user, verify that Active is selected.

To deactivate a user, select Inactive.
From the Authentication Provider drop-down list, select a provider.
Enter the following information in the related fields:
Username
First Name
Last Name
Email
Password
Confirm Password
If you want to force a password change when signing in, 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 the Worksoft Portal.
Click Save.

The user appears in the list on the User Administration page.

To edit a user:

From the Worksoft Portal menu, select Portal Configuration> User Administration.

The User Administration page opens.
Click the Edit button next to the user you want to edit.

A Edit User dialog opens.
Edit the needed information.
After you have completed your edits, click Save.

The updated user is saved.

To delete a user:

From the Worksoft Portal menu, select Portal Configuration> User Administration.

The User Administration page opens.
Click the Delete button next to the user you want to remove.

A Delete User message opens.
Select to delete the user from one or all tenants.
Click OK.

The user is removed.

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.