Creating a User

This article outlines how to create users in the Content Catalyst system

Read this article to understand how to:

You can manually add a user. This can be useful when setting up an admin or lead user. Follow the instructions below to achieve this.

1. To create a user go to the Accounts section in the Admin features menu. Select the account in which you'd like to add a user.

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2. Select the Users tab at the top of the page and click Add new user.

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3. Fill in the form with the following fields:

Username – This is the unique identifier for a user. It should be identical to the username that you store for this individual on your other systems. It's common to enter the user’s email address as the username.
Password – You may either set an initial password that will be emailed to the user, or the system can generate a random temporary password - the user will be prompted to create a new password when they first log in.
Name, Email, Phone, Job title, Department – These details are used to present user information when viewing usage statistics and sales leads. These fields are all optional apart from the Email field.

🔔 Please note: The name field has a character limit of 50 characters.

Lead user - Accounts may have a lead user, such as the research buyer within the company. The system presents this user’s contact details on the report marketing pages in addition to the publisher’s sales contacts. This makes it convenient for the end user to order new reports while following their company’s procurement procedures.
Status - Users can only log in if the status is enabled. The disabled status is equivalent to delete, except that the system retains their usage history.
Shared username - This should be enabled if the username is shared by more than one user. This is typical where users login via auto IP or referrer page recognition, as all users that access the system will be mapped to the specified username. This allows users to create their own, separate, personal logins within the account.
Country – User's country
Main Language – User's main language

4. To make things easier, click Save and add another user once you've finished if you have more users to add.

If you have finished adding users, click Save Changes.

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Guest users can be created to allow users access to licensed content without them having to sign in.

To create your guest user, make sure you set the 'Shared Username?' option to 'Yes'/tick the 'Shared Username' box.

Note: When you have made these changes, Guest users will have access to reports licensed under their associated account.

Now you have created a user, what's next? Find the related articles below: