Create a User Account
Journey Manager (JM) The transaction engine for the platform. | System Manager / DevOps | 20.05 This feature was updated in 20.05.
Manager allows you to create user accounts, so you can set up a new or migrate an existing user from another environment. Creating a user is the first step in setting up a user account, so you also need to assign roles, groups, organizations, and form spaces to the user account before the user can perform actions in Manager. Then, the user can create and configure a user profile to adjust it to the user's needs.
Use bulk import to create multiple users.
You must be an administrator to create a new user account.
Only a Maestro Organization User Manager can create a new user for their assigned organizations.
To create a user account:
- Select Security > User Accounts.
- Click New.
- Enter a login name for a new user in Login Name. The user can use this login name to log into Manager, Journey Maestro, Composer and form spaces, but it must be the same as the Login Name used for the Maestro cloud instance. Otherwise, users will not be able to update Manager form versions built in Maestro.
- Select a user type from the User Type dropdown list. Configuration is different for each user type, so use the specific details as shown below.
- Local - user accounts managed by Manager. This is the default user type
- LDAP - user accounts managed externally by a Manager's LDAPLightweight Directory Access Protocol (LDAP) is an open, vendor-neutral, industry standard application protocol for accessing and maintaining distributed directory information services over an Internet Protocol network. security manager
- SSO - user accounts managed externally by a Manager's SSOSingle sign-on (SSO) is a property of access control of multiple related, yet independent, software systems. With this property, a user logs in with a single ID and password to gain access to any of several related systems. security manager
- Enter a user account password in the Password field.
- Must be at least 12 characters in length.
- Must not exceed 20 characters | All versions This feature is related to all versions. or 40 characters | 20.05 This feature was introduced in 20.05..
- Must contain at least one or two letters and one digit.
- Must contain at least one non-alphanumeric character such as %, &.
- Must contain mixed case, one upper case, and one lower case.
- Must not be a password existing in the Illegal Password Values list.
- Enter the exact same password as was just entered in Password in Confirm Password.
- Select the Change Password After Login checkbox to force a new user to change their password on a first login. The user is unable to access restricted content until the initial password has been changed.
- Enter a user’s first name and middle names (if any) in Given Name(s).
- Enter a user’s last name in Family Name.
- Enter a valid user’s email address in Email.
- Enter a user’s mobile number in Mobile. Only accepts numeric and must be at least 10 digits.
- Enter a user’s phone number in Phone. Only accepts numeric and must be at least 10 digits.
- Select a form space, which you want the user to log onto, from the Spaces dropdown list. For example, select the Transact Maestro to provide the user with the access to the Maestro shared environment only. You will also need to assign the user to the other Transact Maestro form spaces for compatibility mode. For Maestro version 5.0, you need to add the Transact Maestro 5.0 form space. This is the same for all other versions of Maestro as they have their own form spaces.
- Select the 2 Factor Authentication Required checkbox to enable two-factor authentication (2FA)Two-factor authentication (2FA), sometimes referred to as two-step verification or dual factor authentication, is a security process in which the user provides two different authentication factors to verify themselves to better protect both the user's credentials and the resources the user can access. Two-factor authentication provides a higher level of assurance than authentication methods that depend on single-factor authentication (SFA), in which the user provides only one factor -- typically a password or passcode. Two-factor authentication methods rely on users providing a password as well as a second factor, usually either a security token or a biometric factor like a fingerprint or facial scan. for better protection of user logging to a module or a form space. If a module or a form space has a security manager that requires 2FA, then the 2 Factor Authentication Required is selected by default. Then, when a user tries to log in to a module or a form space, the additional Verification Code field is displayed. | 18.11 This feature was introduced in 18.11..
- Enter your password in the Your Password field.
- Click Save to update the changes.
It is recommended to use an email address as a login name.
The standard Journey Manager password requirements are:
An administrator can customize all above password requirements, except for the not exceeding 20 characters, for the Local Security Manager.
You can assign more form spaces from the Spaces tab.
Next, learn how to configure a user account.