Adding and Editing Users

Users are created in two ways: when a user logs on to HelpSystems One using an approved method of authentication, such as LDAP, or when an administrator manually creates a user. If you are using HelpSystems One authentication, you will need to use these instructions to create a user before they are able to log in.

As an administrator, you can use the following steps to manually create a user:

  1. In the Navigation Bar, click User Security under settings, then click Users.
  2. On the Users tab, click Add to add a new user or click The Show Actions buttonShow Actions next to any existing user and click Edit User to edit it.
  3. On the New/Edit User pane, enter the Name of the user you want to create.
    NOTE: If LDAP is the authentication method being used, HelpSystems One uses the LDAP Value to Match value for authentication.
  4. Enter a description for the user.
  5. For HelpSystems One authentication only: Enter a password and confirm the password. The requirements of the password are listed and are set at authentication.
    For LDAP authentication only: If LDAP is being used for authentication, enter the value of the LDAP field being used for authentication (specified in the Authentication page's "LDAP Field to Match" field). By default, the samaccountname field is used. See Authentication for more details.
  6. Select the Role(s) you want to assign to the user. See Roles for more details.
  7. If you want to add the user to a Security Group, select one from the drop-down. See Security Groups for more details.
    NOTE: Roles can also be applied to Security Groups. Users inherit Roles of the Security Group they are assigned to.
  8. Ensure the user is authorized to the correct HelpSystems One areas and products. These boxes will be automatically checked with whatever authorities the roles and security groups you've selected are assigned to.
    9. NOTE: You can only add authorities through a role. Permissions are additive if a user is assigned to multiple roles or a security group composed of multiple roles.
  9. Click Save.

When you are finished, the new user will show up on the Users page.