Create a Single User Account

If your TeamForge site uses LDAP authentication, TeamForge administrators cannot create new user accounts. On a site with LDAP authentication, each user must log into TeamForge using his or her LDAP credentials.

On sites with LDAP/SAML/SAML+LDAP integrations, site administrators can designate select users that do not have a SAML or LDAP account as local users. Local users can log on to TeamForge using just the TeamForge credentials while bypassing the SAML/LDAP/SAML+LDAP authentication realms. A local user can also change and reset his password. For more information, see ALLOW LOCAL USER.

1. Go to My Workspace > Admin.
2. Click USERS from the Projects menu.
3. Click the drop-down arrow next to Create and click Single User.
4. On the Create User page, enter the field values appropriately.

   1. Enter a user name for the user.

      Your user name must meet these criteria:

      • User name is case-sensitive. However, to make usernames case-insentive set the site-options token ALLOW_CASE_INSENSITIVE_LOGIN to true.
      • Minimum number of characters as specified in the site-options.conf file.
      • No spaces.
      • Should have at least one letter.
      • The first character is a letter.
   2. Enter and confirm a password for the user, if you prefer to set the user’s password yourself.
      Tip: To invite users to create their own password, leave the PASSWORD field blank. A password ticket email will be sent to users to let them create a password.
   3. Enter the FULL NAME and EMAIL ADDRESS of the user.
      Tip: You can add more email addresses for the user after you finish creating their profile.

   4. Enter the user’s organization.

      Organization can be a geographic designation, a corporate division, or whatever you want. It’s advised to keep it consistent across your site.

   5. Select the language from the LOCALE drop-down list.
      Note: TeamForge supports English, Chinese, Japanese and Korean languages.
   6. From the TIME ZONE drop-down list, select the preferred time zone for the user.
      Important: Selecting the time zone overrides the default time zone set by the site options token, DISPLAY_TIMEZONE. It reflects in all the email notifications and TeamForge pages excluding integrated application pages.
   7. Choose the user’s TeamForge LICENSE TYPE.
      • You can assign users a combination of multiple license types such as ALM and SCM.

      

   8. Choose a user type. You can choose only one user type for each user.
      • SITE ADMIN: Administrators have unlimited access to all the data in TeamForge.
      • RESTRICTED USER: Restricted users can only access projects of which they are members.
        Important: If you do not select RESTRICTED USER, the user will be unrestricted and able to access all projects that have not been made private by a project administrator.
   9. To send a welcome message to the user, select SEND WELCOME MESSAGE?.

5. Click Create.

   The user account is created.

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