Add an Account

Purpose

Add a user account to the Cantara Administration Console.

If SCIM provisioning is not configured for your identity provider, you must add accounts manually.

Before you begin

  • You have access to the Cantara Administration Console.

  • You have permission to manage accounts.

Procedure

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To add an account:

  1. Navigate to Account Management.

  2. Click + Add Account.

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  1. Enter the following details:

Field

Description

Email

User's primary work email. Must be a valid email address.

Username

Unique identifier for the user. (Read only)

First Name

User's first name.

Last Name

User's last name.

Display Name

Full name as displayed in the console.

Mobile Phone

User's mobile phone number.

User Status

The current status of the account. Defaults to New. (Read only)

Account Source

Defaults to LOCAL. (Read only)

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  1. Click Save Account.

Email verification — New accounts are assigned a status of New until the user completes email verification. The user receives an activation link to create their password. After verification, an administrator must enable the account manually.