Create a New User

Every person accessing your Core organization must have his or her own username and password to log in. User accounts are then added to User Groups and Roles, so that you can define which users can view, edit, create, and manage certain elements and objects.

The Users settings is also where you can:

  • Impersonate other non-admin users;
  • Enable or disable accounts, administrative rights, or the All Access settings;
  • Select which language the user will see in the UI and application if they haven’t selected a default language in their browser;
  • Review the user groups and roles the user has been added to (once the account is created); and
  • Access data warehouse information (if enabled for your organization).

All Access

Enabling the All Access settings in a user’s profile grants the user access to all object types and their objects in the organization. This means that a user with these settings enabled can view all objects without an administrator adding the user to a role, adding one or more object types to the role, then configuring the workflow permissions.

Note that even if a user has been added to a role, any workflow permissions configured for the object types are overridden by the All Access settings. Additionally, should the user need access to an application and its activities, the user must be added to a role, which then must be added to an activity. If the user should be an administrator, you must enable the Admin settings in their user profile.

Because All Access grants a user access to all objects types and their objects within an organization, it’s recommended that you enable these settings only when necessary.

Data Warehouse

If enabled, the Edit User page for administrative users contains the Data Warehouse Settings. This section provides the information required to connect your data warehouse with business intelligence tools. See the Data Warehouse article for more information.

Instructions

To create a new user:

  1. Click the icon in the top bar > Users in the People section.
  2. Click Create User to show the Create User page.
    The Create User page.
  3. Enter the user’s name in the First Name and Last Name fields.
  4. Enter the user’s email address in the Email field. This is the address that will receive the email with further instructions on creating a password to sign into Core. This email address is also used to authenticate the user when he or she logs in and therefore must be unique.
    Because the user’s email address is used to authenticate the user when he or she logs in, ensure the email address is correct before clicking Create as you will be unable to modify the address later.
  5. Optional: Click the icon next to User Enabled to make this user account inactive. By default, the user account is active.
  6. Optional: Click the icon next to Admin to make this user an administrator. By default, administrative rights are disabled.
  7. Optional: Click the icon next to All Access to allow this user to access all the object types and their objects within the organization.
    All Access allows grants a user access to all object types and their objects within an organization. Therefore, it's recommended that you enable these settings only when necessary.
  8. Optional: Select a pre-configured language from the Language dropdown menu to choose how the UI and applications will be translated for the user. Note that the default language selected in a user’s browser will take precedence. See the Languages section for more information.
  9. Click Create. The new user will receive an email at the email address entered in step 4 with instructions on creating a password and signing into Core.