Create a User Account

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |   v20.05 This feature was updated in v20.05.

Manager allows you to create user accounts, so you can set up a new or migrate an existing user from another environment. Creating a user is the first step in setting up a user account, so you also need to assign roles, groups, organizations, and form spaces to the user account before the user can perform actions in Manager. Then, the user can create and configure a user profile to adjust it to the user's needs.

Note

Use bulk import to create multiple users.

Note

You must be an administrator to create a new user account.

Only a Maestro Organization User Manager can create a new user for their assigned organizations.

To create a user account:

  1. Select Security > User Accounts.
  2. Click New.
  3. Enter a login name for a new user in Login Name. The user can use this login name to log into Manager, Journey Maestro, Composer and form spaces, but it must be the same as the Login Name used for the Maestro cloud instance. Otherwise, users will not be able to update Manager form versions built in Maestro.
  4. Note

    It is recommended to use an email address as a login name.

  5. Select a user type from the User Type dropdown list. Configuration is different for each user type, so use the specific details as shown below.
  6. Enter a user account password in the Password field.
  7. The standard Journey Manager password requirements are:

    • Must be at least 12 characters in length.
    • Must not exceed 20 characters  |  v5.1 & Higher This feature is related to v5.1 and higher. or 40 characters  |  v20.05 This feature was introduced in v20.05..
    • Must contain at least one or two letters and one digit.
    • Must contain at least one non-alphanumeric character such as %, &.
    • Must contain mixed case, one upper case, and one lower case.
    • Must not be a password existing in the Illegal Password Values list.

    Note

    An administrator can customize all above password requirements, except for the not exceeding 20 characters, for the Local Security Manager.

  8. Enter the exact same password as was just entered in Password in Confirm Password.
  9. Select Change Password After Login to force the new user to change their password when first logging in. They are unable to access restricted content until the initial password has been changed.
  10. Enter a user’s first name and middle names (if any) in Given Name(s).
  11. Enter a user’s last name in Family Name.
  12. Enter a valid user’s email address in Email.
  13. Enter a user’s mobile number in Mobile. Only accepts numeric and must be at least 10 digits.
  14. Enter a user’s phone number in Phone. Only accepts numeric and must be at least 10 digits.
  15. Select a form space, which you want the user to log onto, from the Spaces dropdown list. For example, select the Transact Maestro to provide the user with the access to the Maestro shared environment only. You will also need to assign the user to the other Transact Maestro form spaces for compatibility mode. For Maestro version 5.0, you need to add the Transact Maestro 5.0 form space. This is the same for all other versions of Maestro as they have their own form spaces.
  16. Note

    You can assign more spaces from the Spaces tab.

  17. Select 2 Factor Authentication Required to enable two-factor authentication for better protection of user logging to Manager. If the space has a security manager that requires Two-factor Authentication configured, then the 2 Factor Authentication Required is selected by default.  |   v18.11 This feature was introduced in v18.11..
  18. Enter your password in the Your Password field.
  19. Click Save to update the changes.

Next, learn how to configure a user account.