Creating New Certify Users

If you are not using Worksoft single sign-on (SSO) authentication, Certify administrators can create users and groups within Certify.

If you are using SSO authentication, administrators create users and groups in the Worksoft Portal. For more information, see Adding Users in Worksoft Portal and Adding Groups in Worksoft Portal.

To create new users in Certify:

1. In the Certify Navigation pane, click Users & Groups.

The Users & Groups window opens.

2. In the Users Summary pane, verify the user you are adding does not already exist.
3. In the Users Summary pane, right-click in the pane and select New User.

The New User dialog opens.

4. Enter the information in the following fields:

   Field	Description
   First Name Last Name	Enter the first and last name of the user. The first and last names can have a maximum of 100 characters. Special characters and numbers are allowed in names.
   Username	Enter a unique user name for this user. User names cannot be changed once assigned. User names can have a maximum of 50 characters, and special characters and numbers are allowed in user names.
   Email ID	Enter the email address for the new user.
   Role	If needed, enter a job title or description for the user.
   Password Verify Password	Enter a password for the user. Passwords can have a minimum of 6 characters and a maximum of 16 characters. Special characters are allowed.
   Force Password Change on Login	Select this option if you want the user to be forced to change the password when logging into Certify.
   Password Never Expires Password Expires	Click on one of the option buttons: Password Never Expires - Password does not expire Password Expires - This option requires users to change their passwords on a regular basis and increases security of your Certify system. Select the number of days or date for when the password expires.

5. In the Current Groups Containing Users field, you can add a user to existing groups. Right-click in the field and select Add Group. For more information on how to create groups, see Creating New Certify Groups.

The Select Group dialog opens.

6. Select one or multiple groups.

   For multiple groups, press the <Ctrl> key while selecting each group. For a range of consecutive groups, press the <Shift> key when selecting the range.

7. Click OK.

The selected groups appear in the Current Groups Containing User field.

8. Click OK to save the new user.

The new user is added to the Users Summary pane.

After the user is created, add permissions for the new user by selecting the user and clicking the Permissions tab. For more information, see Assigning Permissions.

To edit user information:

1. In the Navigation pane, click Users & Groups.

The Users & Group window opens.

2. In the Navigation pane, click Users.
3. In the Users Summary pane, right-click a user and select Edit.

The Edit User dialog opens.

4. Edit the needed information.
5. Click OK to save your changes.

To delete a user:

1. In the Navigation pane, click Users & Groups.

The Users & Groups window opens.

2. In the Navigation pane, select Users.
3. In the Users Summary pane, right-click the user you want to delete and select Delete User.

The Confirm Delete dialog opens.

4. Click Yes.

The user is deleted from the Certify system.

 

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