Registering a user

Manual — Users, groups and profiles · chapter 3 of 12

In People › Users, click New User (the Create level on Users is needed). The form has five parts; fields marked * are required.

Figure 4. The New User form filled in (not created yet): Credentials, Personal Data, Organization with Default Profile, Default Site and Recursive, Status & Validity and, at the top, Cancel and Create.

1. 1Credentials: Login, Password and Confirm Password.
2. 2Personal Data: first name, last name, contacts, registration number, CREA and title.
3. 3Default Profile — the profile of the first assignment.
4. 4Default Site — the site of the first assignment.
5. 5Recursive — on (Access to sub-sites), the assignment also applies to the sites below.
6. 6Status & Validity — active or not and, if you wish, the period during which the account is valid.
7. 7Create.

The fields

Part	Fields	Rules
Credentials	Login *, Password *, Confirm Password *	the login cannot repeat another user’s — not even that of a user in the trash. Password of 6 to 128 characters.
Personal Data	First Name *, Last Name *, Email, Phone, Mobile, Registration #, CREA, Title	the email cannot be in use by another user. The Title is the person’s job title (with an hourly rate for the labor cost); the + registers a new title right there.
Organization	Default Profile *, Default Site *, Recursive, Default Group, Location, Category, Reports to	Default Group, Location and Reports to list what exists on the chosen Default Site. Location and Category have a + for quick registration.
Status & Validity	Status, Valid from, Valid until	the user is created Active. The dates are optional (chapter 8).
Notes	free text	—

Click Create. H2O saves the user and opens the user record (chapter 4).

What registration already creates

• The first assignment: Default Profile + Default Site + Recursive. The other assignments are added later, in the Profiles tab (chapter 5).
• Membership of the Default Group, if you chose one: the person is already a member of it.
• The two-factor authentication period starts at the person’s first sign-in: they have 7 days to set up the authenticator app, unless exempt (chapters 6 and 7).

Tip

Give the login and the password to the person through a secure channel. They can sign in with the login or the email and change the password in My Profile (Getting started — web manual). H2O does not force the change at the first sign-in.

System rule

You only grant what you have: if the Default Profile gives administration powers that your active profile does not have on that site, or if the site (or, with Recursive, one of its sub-sites) is outside your reach, H2O refuses and nothing is saved (chapter 5).