Create a New User

Scenario: You want to manually create a new user and configure the settings.
NOTE: If you have an existing user to copy, see Create a New User based on an Existing User.

 

Workflow diagram:

 

 

Prerequisites:

  • System Manager is in Engineering mode.
  • System Browser is in Management View.

 

Steps:

1 – Select the workflow
  1. In System Browser, select Project > System Settings > Security.
  1. In the User Wizard tab, in Task selection, select Create new users.
  1. Click .

 

 

2 – Create a New User
  • You are in the User Management Wizard step 2 – User Creation.
  1. Select Create a new user and configure settings.
  1. Click .

 

 

3 – Select the Type of User
  • You are in the User Management Wizard step 3 – User Creation.
  • Select the type of user you want create:
    • Desigo CC
    • Windows if you want to create a new user who can use his Windows credentials for login.
    • Software if you want to create a new user account that will only be used for a software application, such as OPC.
  • Click .

 

 

4 – Enter the User Settings
  • You are in the User Management Wizard step 4 – User Creation.
  1. Enter the User name. The name must be unique.
  1. In the Full name field, enter an expanded user description. This text displays as the user name in the Summary bar.
  1. In the Comment field, enter an expanded description, for example, office number.
  1. (Optional) Select a different Language or a different Client profile and a Flex client profile to associate them to the user.
  1. If you selected Desigo CC User in the previous step, enter the user Password and re-enter it to confirm.
  1. If you selected Windows User in the previous step, click Browse and then choose the user you configured in the operating system.
  1. Click .

 

 

5 – Select the User Group
  • You are in the User Management Wizard step 5 – User Creation.
  1. If you do not want to associate the user to an existing user group, select Create a new user group for this user.
    Alternatively select Associate the user to an existing user group and select the group in the drop-down list.
    In this second case, the procedure will continue directly to the Final step: Summary Information.
  1. Click .

 

 

6 – Select the Type of User Group
  • You are in the User Management Wizard step 6 – User Group creation.
  • Select the type of user group you want create. These user group profiles have preconfigured rights for events and applications; you can then change the default configuration using the Security tab.
    NOTE: You cannot select a user group profile if it already exists.
    • Project Administrators
    • Advanced Operators
    • Standard Operators
  • Click .

 

 

7 – Configure the New User Group
  • You are in the User Management Wizard step 7 – User Group.
  • In the previous step you selected Create a new user group for this user.
  • Under Configure the scope for the new user group, you can configure the scope for the new group. Define the scope rights as:
    • Full local scope rights
    • Reduced local scope rights
    • Reduced pre-defined scope rights
  1. (Optional) Select Add and repeat the configuration for each additional scope you want create.
  1. (Optional) Select a scope of the table and select Remove to delete it.
    NOTE: You cannot edit a user from the table. If you need to correct any parameter, you have to remove it and create it again.
  1. Click .

 

 

8 – Start the User Wizard
  • You are in the User Management Wizard step 8 – Summary Information.
  1. Check the summary information.
    (Optional) If you want to modify any item, click to go back to the previous page. After the required modifications, use to reach this final page again.
  1. Click Start .
  • The new user is available in System Browser under Project > System Settings > Users
  • If you also chose to create a new group, it is available in System Browser under Project > System Settings > Security.

 

See also