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  1. Click Create User in the Users section.

  2. This will open Create User window.

  3. Enter

    1. Name

    2. User ID

    3. Email ID

    4. Click on the checkbox to the User Active

  4. Click Save. A user is created with a default password.

  5.  Discard if you have accidentally clicked.

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  1. Unique: Usernames should be unique to each individual. This helps to prevent confusion and potential security risks.

  2. Avoid Personal Information: It's best to avoid using personal information such as full names, birthdays, or addresses in usernames. This information can be easily obtained and used for malicious purposes.

  3. Easy to Remember: Usernames should be easy to remember, but not so simple that they're easily guessable.

  4. Appropriate Length: A username that is too short may be easily guessable, while one that is too long may be difficult to remember. A good range to consider is between 6 to 14 characters.

  5. Avoid Special Characters if Possible: Some systems might not support special characters in usernames, or they might create difficulties when integrating with other systems. If special characters are necessary, it's important to check compatibility first.

  6. Consistent Format: If you're managing a large number of users, consider using a consistent format for usernames. This could be based on an individual's name (e.g., first initial + last name), which can make managing and organizing users easier.

  7. Avoid Offensive Words: Usernames should be respectful and not include any offensive or inappropriate words.

  8. Review: Regularly review user access to maintain security and prevent unauthorized access. Keep user information up to date to facilitate communication and collaboration.

  9. Delete vs Inactive: If your use case is to temporarily deactivate the user (long leave), uncheck the Active checkbox instead of deleting. If the User is no longer with the organization or has moved to a different role, you can consider deleting the User.

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