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Create a User Account

   Transact Manager (TM) This topic is related to Transact Manager.  |    System Manager / DevOps  |  Updated in v18.11 This feature was updated in v18.11.

Transact Manager allows administrators to create new user accounts when new users need to be added to Transact Manager.

To create a new 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 Transact Manager, Transact 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 Transact Manager form versions built in Maestro.
  4. 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.
    • Local - user accounts managed by Transact Manager. This is the default user type.
    • LDAPLightweight Directory Access Protocol. - user accounts managed externally by a Transact Manager LDAP security manager, which must be correctly configured.
    • SSOSingle Sign-On. - user accounts managed externally by a Transact Manager SSO security manager, which must be correctly configured.
  6. Enter a user account password in the Password field.
  7. The standard Transact Manager password requirements are:

    • Must be at least 12 characters in length.
    • Must not exceed 20 characters.
    • 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.

    A Transact Manager 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 space from Spaces dropdown list for the user to log in to. You can assign more spaces from the Spaces tab.
  16. Select 2 Factor Authentication Required to enable two-factor authentication for better protection of user logging to Transact Manager. If the space has a security manager required 2 Factor Authentication configured, then the 2 Factor Authentication Required is selected by default.  |  v18.11 This feature was introduced in v18.11..
  17. Enter your password in the Your Password field.
  18. Click Save to update the changes.

Next, learn how to configure a user account.