An account must be created for a user first before they can access the site.

Here’s how you create an account:

• Import users
• Create manually
• API

User accounts are not created on SSO authentication.

Import users

Users can be created in bulk by importing a CSV file in the ‘Import’ page in Administration. Webmasters can access Administration from their workbar.

When a user is imported that does not already exist, the user is created. If you import a user who already exists, the user will be updated. Users are referenced using a unique GUID, which means globally unique identifier. 

You can import users as either organisational or external users by selecting the appropriate role under the dropdown menu.

If you expect newly created users to log in with their email and password, you should check ‘Notify users of new account’ to send users a temporary password. For more information, see temporary passwords.

When this option is checked, then all users that are created during an import should be assigned temporary passwords and receive an email notifying them that their account has been created.

When this option is unchecked, then all users that are created during an import should be assigned temporary passwords but will not receive an email notifying them that their account has been created.

For further information on importing users, see data imports.

Create manually

Users can be created manually in ‘User management’ in Administration. These users can only log in with their email and password, as the authname field is not provided.

To add users this way, you must enter the following details:

• Username
• Email
• Password (manual or generated)

If you plan on users authenticating via SSO in the future, please import users instead.

Notifying new users

When this option is checked, then a user that has been created manually and assigned a manual  password will receive an email notifying them that their account has been created.

When this option is unchecked, then a user that has been created manually and assigned a manual  password will not receive an email notifying them that their account has been created.

API

Invotra’s REST API offers POST requests to provision user accounts. For more information see the API documentation.

Next steps 

See how users can start logging in by reading the authentication page.