Create New User screen

Creates a new user for AgilePoint NX.

Figure: Create New User screen

Create New User screen

Video: Add a User and Assign Access Rights

Examples

Prerequisites

How to Start

  1. Click Settings.

    Settings
  2. Click Admin Settings.

    Click Admin Settings
  3. In the Add Users section, on the Single User tab, click Register User From Manage Center.

    Click Portal Branding

Fields

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.

Example:
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Full Name

Function:
Specifies the user's full name.
Accepted Values:
A text string that can contain spaces.
Default Value:
None
Example:
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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 (Classic).

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

Email Address

Function:
Specifies the user's e-mail address.
Accepted Values:
A text string in email address format.
Default Value:
None
Example:
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Title

Function:
Specifies the job title of the user.
Accepted Values:
The name of your job title.
Default Value:
None
Example:
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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 (Classic).

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

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

Function:
Specifies the user's Yammer ID.
Accepted Values:
A text string that represents a Yammer ID.

Skype for Business

Function:
Specifies the user's Lync ID.
Accepted Values:
A text string that represents a Lync ID.

Chatter ID

Function:
Specifies the user's Chatter ID.
Accepted Values:
A text string that represents a Chatter ID.

Phone Number

Function:
Specifies the user's phone number.
Accepted Values:
A numeric string.
Example:
Refer to:

Disable User

Function:
Specifies whether to disable the user account in AgilePoint NX.
Accepted Values:
  • Selected - Disables the account for the specified user in AgilePoint NX.
  • Deselected - The specified user account is active in AgilePoint NX.
Default Value:
Deselected
Limitations:

This field is available in these releases:

User Authentication Type

Function:
Specifies the authentication type for the user.
Accepted Values:
  • AgilePoint ID - The user's authentication type is AgilePoint ID.
  • User From An External Source - The user's authentication type is different from AgilePoint ID.
Default Value:
AgilePoint ID
Example:
Refer to:

Add User

Opens this Screen:
New User Added screen
Function of this Screen:
Adds the user to the AgilePoint NX environment.
Example:
Refer to: