Set Up a New User

This guide provides step-by-step instructions for two common user management tasks:

  • Creating new users

  • Resetting user passwords

  • Password criteria


Creating a User

Follow these steps to create a new user in the system:

  1. Click on your avatar in the top-right corner of the screen

  2. From the drop-down navigation menu, select Users

  3. From the left-hand navigation menu, click Create User

  4. Fill in all required fields, ensuring the information is accurate

Best practice: It is recommended to use the user's email address as their username for consistency and ease of identification

Important Note: For security, a user's access will expire after 30 days, so users will need to log back in if 30 days have passed since the last successful login attempt. If your environment has MFA enabled, a TOTP will also be required.

📷 Screenshot: Click avatar > Select Users

Click avatar > select users.png

📷 Screenshot: Left navigation > Select Create User

Left navigation > select create user.png

Password Reset

If a user needs to reset their password, follow these steps:

  1. Click on your avatar in the top-right corner of the screen

  2. From the drop-down navigation menu, select Users

  3. From the left-hand navigation menu, click Users

  4. Locate the user in the list and click Reset Password

  5. A password reset link will be sent to the user's registered email address

  6. The user will now be logged out of their current session

Important Note: Ensure the user checks their spam or junk folder if they do not see the password reset email in their inbox. This will be valid for 1 hour.

📷 Screenshot: Click avatar > Select Users

Click avatar > select users.png

📷 Screenshot: Left navigation > Select Users > Click Reset Password

Left navigation > select users > reset password.png

Password policy

To maintain strong security, all user passwords must meet the following requirements:

  • Minimum of 12 characters

  • At least one number

  • At least one uppercase letter

  • At least one lowercase letter

  • Users cannot reuse their last 4 passwords

  • Temporary passwords set by administrators will expire after 7 days

Note: These requirements apply to newly created accounts and password resets

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