Add a new user - Ardia Core Software - Add a new user - Ardia Core Software

Prerequisites

1. Your role must have the required Ardia Core permission to manage users in the Users and Roles application. For more information, see Edit Ardia Core privileges for a role.

Procedure

1. Open the Users and Roles application.
2. Select Add New > User.
3. The Add New User dialog box opens.

4. 

3. In the User Name box, enter the name or the email address of a new user.

4. NOTE

   The username must be the user's email address if you select Ardia as the identity provider.

4. In the Select Idp list, select an option.
5. In the Assign to User area, under Roles, select one or more roles in the Select Roles list.

6. NOTE

   You can see the Assign to User area with the Roles tab only if you have the Assign Users and Roles permission.
   If you do not have the Assign Users and Roles permission, the Assign to User area is unavailable and the Assign command is disabled when you select a user.
   For more information, see Edit Ardia Core privileges for a role.

7. NOTE

   Most users are assigned only one role. A user who is assigned multiple roles is asked to choose one of those roles when they log in.

6. (Optional) To remove a selection, clear the checkbox or select Delete for the selected user.
7. Do one of the following:
1. Select Save to confirm your changes.
2. Select Cancel or to exit without making changes.
3. When you save the changes, the Add a Comment dialog box appears.
8. Enter your comment and select Save.

9. NOTE

   The Add a Comment dialog box appears only if the Prompt for Comments When Saving toggle is turned on in the Global Settings (according to the audit policy in your organization). See Configure global settings for the Ardia platform.
   The comment that you enter is added to the Comment column of the Audit Trail Viewer. See Open the Audit Trail Viewer.

10. The added user receives an email that contains the following information: