Create a new user account

To participate in a TeamForge site, a person must have a user account on that site. TeamForge administrators can create these user accounts. This topic applies to sites with no LDAP authentication.

1. Go to My Workspace > Admin.
2. Click USERS from the Projects menu.
3. Click the drop-down arrow next to Create and click Single User. You can select Multiple Users to create several user accounts at one time.
4. On the Create User page, enter the field values appropriately.
   1. Enter a user name for the user.
      Note: Your user name must meet these criteria:

      • User name is case sensitive.
      • Minimum number of characters as specified in the site-options.conf file.
      • No spaces.
      • Should have at least one letter.
      • The first character is a letter.
   2. Enter and confirm a password for the user, if you prefer to set the user's password yourself.
      Tip: To invite users to create their own password, leave the PASSWORD field blank. A password ticket email will be sent to users to let them create a password.
   3. Enter the FULL NAME and EMAIL ADDRESS of the user.
      Tip: You can add more email addresses for the user after you finish creating their profile.
   4. Enter the user's organization.

      Organization can be a geographic designation, a corporate division, or whatever you want. It's advised to keep it consistent across your site.

   5. Select the language from the LOCALE drop-down list.
   6. From the TIME ZONE drop-down list, select the preferred time zone for the user.
      Important: Selecting the time zone overrides the default time zone set by the site-options token, DISPLAY_TIMEZONE. It reflects in all the email notifications and TeamForge pages excluding integrated application pages.
   7. Choose the user's TeamForge LICENSE TYPE.
   8. Choose a user type. You can choose only one user type for each user.
      • SITE ADMIN: Administrators have unlimited access to all the data in TeamForge.
      • RESTRICTED USER: Restricted users can only access projects of which they are members.
      Important: If you do not select RESTRICTED USER, the user will be unrestricted and able to access all projects that have not been made private by a project administrator.
   9. To send a welcome message to the user, select SEND WELCOME MESSAGE?.
5. Click Create.