3.5.1. Adding a New User

Engineering Knowledge Manager

Administration Guide | Chapter 3: Setting Up Users and Groups | 3.5. Adding and Modifying Users |

3.5. Adding and Modifying Users |  | 3.5.2. Editing a User’s Profile
Prev |  | Next

### 3.5.1. Adding a New User

Any user with `admin` privileges can create new user accounts in a workspace.

To add a new user:

1. Go to the Administration section, then select the Users page.

2. Select (New) > User. The New User dialog box opens.

   Figure 3.2: Adding a New User

3. Enter a user name. This is the user name that the user will be required to enter when they sign in to EKM. If you have chosen to authenticate users to the operating system, use the same user name that the user enters to sign into their operating system. If users are authenticated to an LDAP server or Windows Active Directory, the user name may be an OS account name or some other unique identifier. Details about sign-in authentication can be found in Configuring Login Authentication and Access Settings in the EKM Installation Guide.

   Note:

   - User names are case-sensitive in EKM, even if they are not case-sensitive in the system to which users are being authenticated (LDAP or Windows, for example). The case used at the time an EKM user account is created in a workspace is the same case that the user must use when subsequently signing in to that EKM workspace.

   - EKM does not allow variations of the same user name (that differ only by case) in the same workspace. For example, if a user account with the user name `jsmith` already exists in a workspace, you cannot create another account with the user name `JSMITH` in the same workspace. Attempting to do so will result in an error:

4. Optionally specify other details such as the First name and Last name.

5. Specify the user’s email address. This address is used by EKM to send any alerts or notifications to the user.

6. If the user belongs to a remote office and a remote EKM server has been configured as a cache server for that office, then select that server in the Cache server drop-down list. If a cache server does not need to be assigned for this user, then keep the default value (No Cache Server) for this field.

7. From the Access level drop box, select the type of license that you want to be checked out when the user signs in to EKM: Shared, Analyst or Basic. This determines what the user can access in EKM, and what they can do. For more information, see Licensing and Access in the Installation Guide.

8. Select Enabled to enable the user for sign-in. If you do not select this, the user will not be able to sign in to EKM.

9. If the user needs to be granted access for a limited time only, select Temporary and enter the Expiration date when prompted.

10. To assign the user to available groups, select the groups in the Available groups column and click the Add> button to add it to the Selected groups list. To remove the user from a group, select the group in the Selected groups column and click the < Remove button.

    Note: Only users with `Shared` access can be added to the `admin` group.

11. Once you have specified all the settings, you can click Create & Close to create the user and close the dialog. If you want to create more users, then click Create & New. This will create the current user and reopen the dialog so that you can create another user. All new users will be added to the Administration/Users page.

12. Once you create a new user, you can edit their profile at any point in the future to make changes to it. See Editing a User’s Profile for more details.

Note: If EKM is configured to retrieve a user's User name, First name, Last name and/or Email from LDAP, these fields will be disabled in the Edit Profile dialog box. For more information, see LDAP Mapping in the Installation Guide.

Contains proprietary and confidential information of ANSYS, Inc. and its subsidiaries and affiliates.

Prev | Up / Contents | Next

Release 18.2 - © ANSYS, Inc. All rights reserved.