{"id":55941,"date":"2022-07-05T11:25:55","date_gmt":"2022-07-05T03:25:55","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=55941"},"modified":"2023-01-27T12:15:12","modified_gmt":"2023-01-27T04:15:12","slug":"add-a-new-user-4-6","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/add-a-new-user\/add-a-new-user-4-6\/","title":{"rendered":"Add a New User (4.6)"},"content":{"rendered":"\n<p class=\"left-bar\">This article applies to version 4.6 of P2 Explorer. For the latest help, see <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/add-a-new-user\/\">Add a New User<\/a>.<\/p>\n<p class=\"overview\">A person can only access P2 Explorer if they are added as a user of the system. As a user, they will automatically be granted read permission for all of P2 Explorer, unless an object has been explicitly secured.<\/p>\n<p class=\"intro-text\">In order to be able to add users, a user must be a Security administrator. There are two ways to add a new user:<\/p>\n<ul class=\"intro-text\">\n<li><strong>Active Directory<\/strong>: The AD Sync tool will automatically add all users in Active Directory that are configured to have access to P2 Explorer. For instructions on running the AD Sync tool, refer to the <em>P2 Explorer Installation Guide<\/em>.<\/li>\n<li><strong>Manual User<\/strong>: You can manually add a user who can access P2 Explorer, using either their domain credentials or a user name and password.\u00a0<\/li>\n<\/ul>\n<p class=\"intro-text\">Once you have added a user, they are automatically added to the <em>Everyone<\/em> role. You should assign the user to another role if they require further privileges. The user will inherit all the privileges associated with the roles they are assigned to.<\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/default-security-for-everyone\/\">Default Security for Everyone<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/add-an-administrator\/\">Add an Administrator<\/a>, <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/locking-down-an-object\/\">Locking Down an Object<\/a><\/p>\n<hr \/>\n<p class=\"intro-text\">To manually add a new user:<\/p>\n<p class=\"intro-text\">1. Open P2 Server Management, and click the\u00a0<b>Security\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-37821 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/03\/security-lock-icon.png\" sizes=\"auto, (max-width: 22px) 100vw, 22px\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/03\/security-lock-icon.png 22w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/03\/security-lock-icon-20x24.png 20w\" alt=\"\" width=\"22\" height=\"26\" \/><\/b>\u00a0icon.\u00a0<\/p>\n<p class=\"intro-text\">2. Click\u00a0<strong>Users\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-37857 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/user-icon.png\" alt=\"\" width=\"17\" height=\"18\" \/><\/strong>.<\/p>\n<p class=\"intro-text\">3. On the <strong>Users<\/strong> page, click <strong>Create User<\/strong>.<\/p>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-new-user.png\" rel=\"lightbox-0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-37856\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-new-user.png\" alt=\"\" width=\"1170\" height=\"461\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-new-user.png 1170w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-new-user-768x303.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-new-user-150x59.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-new-user-24x9.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-new-user-36x14.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/04\/security-46-new-user-48x19.png 48w\" sizes=\"auto, (max-width: 1170px) 100vw, 1170px\" \/><\/a><\/p>\n<p class=\"intro-text\">4. On the <strong>User<\/strong> page, fill in the details:<\/p>\n<ul class=\"intro-text\">\n<li><strong>Username<\/strong>: The user name must not contain <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/primers\/reserved-characters-keywords\/\">reserved characters or words<\/a>.<\/li>\n<li><strong>Display name<\/strong>: The name you want displayed in the application header and selection lists.<\/li>\n<li><strong>Login Method<\/strong>: Choose \"Windows\" if you want the user to use their Windows domain credentials (managed in Active Directory), or choose \"Forms\" if you want the user to log in with their user name and a password.<\/li>\n<li><strong>Password<\/strong>: This only applies to the Forms login method, as Windows users will use the password managed in Active Directory. There is no restriction on a password, however you should adhere to your corporate policy.<\/li>\n<li><strong>Deactivated<\/strong>: Selecting this check box will prevent the user from being able to log in. You may wish to do this is you want to create a user account, but do not want them to access the system until a later date. You will need to come back in and clear this check box when you want them to have access.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/05\/security46-user-new.png\" rel=\"lightbox-1\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-38235 size-full\" src=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/05\/security46-user-new.png\" alt=\"\" width=\"1208\" height=\"633\" srcset=\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/05\/security46-user-new.png 1208w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/05\/security46-user-new-768x402.png 768w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/05\/security46-user-new-150x79.png 150w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/05\/security46-user-new-24x13.png 24w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/05\/security46-user-new-36x19.png 36w, https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/05\/security46-user-new-48x25.png 48w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/a><\/p>\n<p class=\"intro-text\">5. When you have finished, click the <strong>Save<\/strong> button in the top right corner.<\/p>\n<p class=\"intro-text\">The new user is added to the system, and you can now assign the user to a role.<\/p>\n<p class=\"left-bar\">Related: <a href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/change-a-users-privileges\/\">Change a User's Privileges<\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Users can be manually added to P2 Explorer, with various privileges for accessing modules and objects. This page explains how to add a user to P2 Explorer, using P2 Server Management.<\/p>\n<p class=\"continue-reading-button\"> <a class=\"continue-reading-link\" href=\"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/security\/add-a-new-user\/add-a-new-user-4-6\/\">Read more<i class=\"crycon-right-dir\"><\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":37859,"parent":37812,"menu_order":18,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[11],"tags":[196,342],"class_list":["post-55941","page","type-page","status-publish","has-post-thumbnail","hentry","category-tutorial","tag-security","tag-user-management","Version-4-6-0","Product-ex"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/55941","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=55941"}],"version-history":[{"count":1,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/55941\/revisions"}],"predecessor-version":[{"id":55943,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/55941\/revisions\/55943"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/37812"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/37859"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=55941"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=55941"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=55941"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}