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Create UsersΒΆ

This procedure applies to native users. If you're using an OpenID Connect (OIDC) provider, use it to add users to RCX.

To create a user account in RCX:

  1. Expand Settings in the navigation pane.
  2. Click Users.
  3. Click + Add User. The User dialog box opens.

  4. Complete each field as needed. Required fields are marked with an asterisk (*).

    Field Definitions
    Login Name *
    The user name to sign in with. This must be unique within the Platform.
    Email Address *
    The email address to use for password resets, confirmations, and so on. This must be unique within the Platform.
    Possible Divisions
    The divisions this user is part of.
    Default Division
    The division to which the user defaults when first signed in.
    Employee Name
    The user's full name.
    Employee Number
    The user's employee identification number.
    Token Expires In Minutes
    The time in minutes a token is valid.
    Blocked
    If a user exceeds the allowable number of sign-in attempts, or if the user fails the captcha controls, this flag is set to Yes, and the user won't be able to sign in until an administrator unlocks the account.
    Allow Multiple Sessions
    If yes, allows the user to be concurrently logged in to multiple sessions.
    Enable Session Management
    For UI-only users, this allows the token expiration time to be measured from the last access timestamp instead of from the time of login.
    Limits Enabled
    Indicates whether hard limits for Customer Service Representatives are allowed. TODO: WHAT DOES THIS MEAN?
    Division Check Enabled
    Indicates whether a division check is performed in addition to the role check to determine what parts of the RCX Platform the user can interact with.
    Active
    If Yes, the user can sign in and perform actions in the system according to their role.
    Departments
    Indicates the departments with which the user is associated, if any.

    Note

    When determining whether the user may perform an operation, RCX doesn't consider divisions if the user has no division assignment.

  5. Click OK.

The User dialog showing the Login Name and Email Address fields as required, and additional fields and UI controls as described in the field definitions.
Figure 1. Creating a User

Next step: Assign Roles

See also: