• Click on the “Create” button and fill in basic credentials
  • First name
  • Last name
  • Email*
  • Username*
  • User name and email does not have to be the same on the TE IdP

• Right click and choose “Duplicate” to create a new user with the same settings
• Edit the following fields
  • First name
  • Last name
  • Email*
  • Username*

• User name and email does not have to be the same on the TE IdP

• Click on a user to open up the profile
• Right click on another user and choose “Compare” to be able to see two users at once

• You can filter User by
  • Active (Y/N)
  • Visibility
  • Auth config (SSO/TE idP)
  • Scopes
  • App permissions
  • Locked (if the user is locked for external authentication, will have customized settings)
  • Free search for name of user

• You can hover to get a quick overview of what Scopes and App permission the user has

• Choose Authentication config
• If you choose TE IdP, then also enter a password

• Add “Scope” of app the user will have access to and the permission level
• Add (if needed) “App permission” the user will have access to
• Add Organziation node and role (examples)
  • Top node -Guest
  • Profile scheduler - Scheduler
  • Usergroup Scheduler - Scheduler
  • TE Viewer - Guest
  • Etc

Note: How the organization tree is built and what a user needs was set up during the implementation

• Click “Add object”
• Choose object type
• Search for object
• Select and add object

• Click “Edit columns”
• Select the object type you want to see the columns for
• Click “OK”

Create template

• Select a user to use as template
• Click on “Template”
• Download file

Add users to import template

• Can be done for instance in Excel or other tools where csv-format is supported
• Copy the permissions
• Add new email, first and last name

Importing the users from template

• Click on “Import’”
• Choose file to upload
• Select TE idP or SSO
• Click on “Import’”