Add a user

You can add a single Igloo authentication user to the digital workplace. To add multiple users to the digital workplace at once, see Bulk User Upload.

Considerations

  • User account guidelines: For information about the responsibilities associated with managing accounts, see Account.
  • SAML SSO authentication: To add users that will authenticate via SAML SSO, see Bulk User Upload.

Who can do this?

  • Workplace administrators

Add a user to the digital workplace 

  1. On the Top Bar, select Admin Settings.
  2. Under Administration in the left side panel, select Users.
  3. Select Add New User.
  4. Enter the user's basic profile details. For more information, see Profile field: 
    • First Name: Enter the user's first name. 
    • Last Name: Enter the user's last name. 
    • Username: Enter a username that will be used to log in to the digital workplace. The username may use the following characters: 
      • A-Z 
      • a-z
      • 0-9
      • _ Underscore
      • - Hyphen
      • . Period
      • @ At symbol
    • Identity Provider ID: (Optional) This field is autofilled to match the username provided above. If your organization is using SSO authentication, you can edit this to match your SSO's identification value. This value must be unique for each user. 
  5. Select Next Step. 
  6. Search or scroll the list to find groups to which the user should be added. Assigned groups grant different levels of access permissions to sites in the digital workplace based on their assigned roles. 
  7. Select Next Step. 
  8. Enter a method(s) for the invitation message to be sent. If both methods are added, the default will be by email. Invitations will not be sent when SAML SSO is being used: 
    • Email: (Optional) Enter an email associated with the user's account. If no email is provided, the user must activate their account via an activation code. 
    • Cell Number: (Optional) Enter a cellphone number associated with the user's account. Text messages can only be sent to users in the United States and Canada. 
  9. (Optional) To prevent the invitation from being sent, deselect Send invitation now. You may communicate activation details to the user or manually send the invitation from the Users page. See Send a user activation invitation.
  10. Select Create User.

Related to