(Example) Add a User with an AgilePoint ID

To add a user to AgilePoint NX with an AgilePoint ID, do the procedure in this topic.

Video: Add a User and Assign Access Rights

Good to Know

  • The nxone domain is shared across all tenants in the public cloud. If the user name you want is not available, you will be prompted with a message when you click Add User. You must find a user name that is unique.
  • If Auto Sync is enabled on the Admin Settings screen, new users can automatically sign in with the enabled authentication providers. In this case, users do not need to be added using their AgilePoint IDs.

How to Start

  1. Click Settings Settings icon.
  2. Click Admin Settings Admin Settings icon > Authentications.

Procedure

  1. On the Admin Settings screen, in the Add Users - Single User field, click click here.

    Enabled Authentication screen
  2. On the Create New User screen screen that opens in a new tab, complete these fields as necessary.

    User Information screen
    Field Name Definition

    User Name
    Function:
    Specifies your user name in AgilePoint NX.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None if you register with an AgilePoint ID.

    If you register with an external authentication provider, this field shows the information from your external account.

    Full Name
    Function:
    Specifies the user's full name.
    Accepted Values:
    A text string that can contain spaces.
    Default Value:
    None

    Department
    Function:
    Specifies the user's department.

    The value of this field is used for the My Department view in the Work Center. For more information, refer to Tasks.

    Accepted Values:
    A text string that can contain spaces.
    Default Value:
    None

    E-mail Address
    Function:
    Specifies the user's e-mail address.
    Accepted Values:
    A valid e-mail address.
    Default Value:
    None

    Title
    Function:
    Specifies the job title of the user.
    Accepted Values:
    The name of your job title.
    Default Value:
    None

    Manager
    Function:
    Specifies the user's manager.

    The value of this field is used for the My Direct Team and My Team And Sub view in the Work Center. For more information, refer to Tasks.

    Accepted Values:
    The user name of the manager.
    Default Value:
    None

    Language
    Function:
    Specifies the language of the user.
    Accepted Values:
    A valid 2-letter ISO language code.
    Default Value:
    None

    Yammer ID
    Opens this Screen:
    Specifies the user's Yammer ID.
    Accepted Values:
    A valid Yammer ID.

    Lync ID
    Opens this Screen:
    Specifies the Lync ID of the user.
    Accepted Values:
    A valid Lync ID.

    Chatter ID
    Opens this Screen:
    Specifies the user's Chatter ID.
    Accepted Values:
    A valid Chatter ID.

    Phone Number
    Opens this Screen:
    Specifies the user's phone number.
    Accepted Values:
    A number string.
  3. In the User Authentication Type field, select AgilePoint ID and click Add User.
  4. (Optional) On the New User Added screen, click Access Rights to add user to applicable roles. By default, all registered users are added to the role Users in the system.

    Create New User screen
  5. (Optional) On the New User Access Rights screen, select the roles for the user.

    New User Access Rights screen
  6. Click Finish.
The AgilePoint NX system sends new users the confirmation e-mail with a system-generated password to the e-mail addresses in their user profiles.

Confirmation Email screen