User Administration

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Creating a user

Create a user on the

Users

page. When you create a user, the user status is set to Pending Activation or to Enabled based on the authentication method.

Administrator

, open the

Users

page.

Select

Add User

Enter the user information.

In the

section, select the authentication method and enter the appropriate login settings.

For a native user, select the identity category, enter the

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user name, and select the maximum number of login attempts.

For a Salesforce user, specify whether to activate the user account using a verification code or Salesforce OAuth. Then, enter the user name in the third-party identity provider's system.

For a Microsoft Azure or SAML user, enter the user name in the third-party identity provider's system.

The user name must be unique within the

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organization. You can't change the user name after you create a user.

In the

Group, Role, and Service Assignment

section, select the user groups or roles that you want to assign to the user.

You can assign system-defined and custom roles to a user. If you assign a group, the user inherits all roles that are associated with the group.

Optionally, assign services to the user and set the default service to open when the user logs in.

By default, the user can access services based on the organization's licenses and the user groups that the user belongs to.

Users can override the default service that you select when they select a default service on the

Services

page.

Click

Save

After you create a user, the user status is set as follows based on the authentication method:

Native users are set to Pending Activation. The user receives an email to confirm the account. When the user clicks the

Confirm Account

link in the email, the user is prompted to set up a password and security question. After the user does this, the status changes to Enabled, and the user can log in to

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Salesforce users are set to Pending Activation.

If you activate the user using a verification code, the user receives an email with a verification code. The user account is activated when the user logs in to Salesforce, opens the Salesforce app, and enters the verification code.

If you activate the user using Salesforce OAuth, the user receives an email with a

Confirm Account

link. The user account is activated when the user clicks the

Confirm Account

link and enters the Salesforce user name and password.

Microsoft Azure and SAML users are set to Enabled. The user can sign in through the user's identity provider.

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Rohithkumar Reddy Bakkireddy - April 18, 2024

How do we create users in bulk?

Informatica Documentation Team - April 18, 2024

Hi Rohithkumar Reddy Bakkireddy,

Thanks for reaching out! There is no way to “bulk create” users on the Users page. However, you can configure single sign-on for your users or provision multiple users at once using SCIM 2.0.

For information about configuring single sign-on for Microsoft Azure users, see “Ecosystem single sign-on.”

For information about enabling single sign-on using SAML, see “SAML single sign-on.”

For information about configuring users using SCIM 2.0 to provision users through Azure AD or Okta, see “Setting up SCIM with Azure Active Directory” or “Setting up SCIM with Okta.”

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Table of Contents

User Administration

User Administration

Creating a user

Creating a user