Table of Contents
Adding a User
In most cases, new users are added to Apporto when they login via single sign-on (SSO). If you do not have an SSO integration with Apporto, you may create accounts for new users manually or by importing users from a CSV file.
Using your preferred web browser, navigate to the URL for your Apporto system, for example, “mycompany.apporto.com”, and log in to the system using your Admin credentials.
Click the Users icon in the navigation panel.
The ‘Users’ screen displays.
The screen shows a list of all users with accounts in your Apporto instance.
The ‘Create new account’ screen displays.
Enter the user’s Full Name.
You can enter the Full Name in any order (eg. “First Name Last Name” or “Last Name, First Name”).
Enter the user’s Email address.
Each user must have a unique Email address.
Enter a Password for the user, then enter it again to Confirm password.
It is recommended that the password conforms to the following requirements:
The password should be at least 6 characters long
The password should include uppercase and lowercase letters
The password should include numbers
The password should include punctuation
The Password quality scale provides an indication of how secure your password is, from Weak to Strong.
If you do not enter the password in exactly the same way in both text boxes, the Passwords match field shows ‘no’. When both passwords match, the Passwords match field shows ‘yes’.
To send an email notification (ie. “Welcome email” with a login link) to the new user, select the Notify user of new account checkbox.
Use the Groups menu to select the group(s) to which the user will be assigned.
To assign the user to a single group, click the desired group.
To assign the user to multiple groups:
Press and hold the Ctrl key (Windows OS) or Cmd key (Mac OS).
Click each desired group. The selected groups are highlighted.
When all desired groups have been selected, release the Ctrl key (Windows OS) or Cmd key (Mac OS).
Select Active from the Status radio buttons to ensure the new user will be able to login to Apporto.
Select the desired Role for the user. If no role is selected, the user will be an End User by default.
If the Subadmin or Tech Support check box is selected, a ‘Role Name’ menu displays.
Click Create new account to add the new user to your Apporto database.
The screen refreshes to display your changes, and a success message shows at the top of the screen.
If you omit a mandatory field or enter an invalid password, an error message displays at the top of the screen. Enter the required information and click Create new account.