3.2. Automatic Creation of User Accounts

Engineering Knowledge Manager

Administration Guide | Chapter 3: Setting Up Users and Groups |

3.1. Introduction to Users and Groups |  | 3.3. Filtering the User List
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## 3.2. Automatic Creation of User Accounts

If a workspace has automatic account creation enabled, a user account is automatically created for a user on the Administration/Users page when the user signs in to the workspace for the first time and is successfully authenticated. When the account is created, the User Name entered during sign-in becomes the user’s EKM account name.

Note:

- The Default workspace that is created during the EKM installation has automatic account creation enabled by default.

- For new workspaces, automatic account creation is enabled if the Create new users automatically check box was enabled when the workspace was created.

- EKM user names are case-sensitive. Once an account has been created with the user name entered at first sign-in, the user must enter that exact user name for subsequent sign-ins.

- By default, users whose accounts have been automatically created will have `Analyst` privileges initially (see Licensing and Access in the Installation Guide). If you would like to change the default access level for auto-created users, see Specifying the Default Access Level for Auto-Created Users. You can also change the access level of individual users in their profile. See Editing a User’s Profile.

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

Upon the creation of the user’s account, an `admin` user can further edit the user’s profile and add him or her to groups, as described in Editing a User’s Profile. The user can also update his or her own personal information and even upload a custom profile image to display on the title bar. See Setting Your User Profile in the User’s Guide for details.

User accounts are not created in a workspace automatically if:

- When signing in, a user fails to enter the correct credentials for the active login module, and he or she is not authenticated. Note that user names and passwords are case-sensitive in EKM.

  Also note that EKM will not allow two user accounts that differ only by case. For example, if an account with the user name `jsmith` already exists, entering the variation `JSMITH` at sign-in would not result in the creation of a new account.

  For information about user sign-ins and authentication, see How User Logins Work in the Installation Guide.

- The Create new users automatically option was disabled when the workspace was created, or the `createUsersAutomatically` setting has been set to `false` in the WorkspaceConfig.xml file. See Creating User Accounts Automatically for details.

- The workspace is one that has been migrated from version 15 or earlier, in which case auto account creation is disabled by default. You can enable this setting in the WorkspaceConfig.xml file if desired. See Creating User Accounts Automatically for details.

If you want to enable or disable automatic account creation for an existing workspace, you must start restricted configuration mode and add a `createUsersAutomatically` setting to the WorkspaceConfig.xml file. If the setting already exists you can change its value. See Creating User Accounts Automatically for details.

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