Adding & Activating Users

Users are managed under the People Menu.

From the main menu, select Setup, then People and click Users.

The list of all Users will be presented along with a menu at the top of the page.

For Single Sign-On installations, see here.

Adding Users: 

1. Click the "Add" button in the top menu to open a New User Form.
2. Required fields are marked with an asterisk. 
3. When completed, select "Save."

Note:  "User is Active" and "Force Password Change" are both checked by default

For installations using Single Sign-On: 

• Follow Steps 1 - 3 above, the further steps outlined in this article are not required.
  • No password is needed as their credentials in Azure or Okta are used to log in. 
  • The next step is to assign Roles and Permissions or add the user to Groups with Roles and Permissions.   
  • Once synced, a check will appear in the SSO Linked column of the main user list.  

User Passwords & Access

In order for the Users to be able to log in and use Identifi, they will need to be assigned Roles and Permissions or added to Groups with Roles and Permissions.   

The User will set their own password.  To initiate the process, select Reset Password from the User's General tab. 

If multiple new users have been added, select them all from the main Users list and click Reset Password from the upper menu.

In both cases, the Users will receive an email with a link to the log in page.  Once there, they will be prompted for their User Name (this will need to be provided to them prior) and then guided to create a password.  

Passwords in Identifi must be 12 characters- at least one capital letter, one lower case letter, one number or special character and no spaces.

Activating Users

When adding new users, the flag is checked by default.  Active Users can log in and access data and documents according to their security settings.  To activate a Deactivated user, place a check in the box next to their name and click Activate in the upper menu.