Skip to main content
Table of Contents

Creating and Managing Users

In Settings, click User Management and select Users.

Blueprint
Updated by Blueprint

For information on how to access Blueprint Settings, see Settings and Configuration.

Creating a New User Account

  1. In Settings, select User Management and select Users.
  2. In the Users page displayed, select Add Database User.
  3. On the New User page displayed, complete the user's basic profile by entering a username, display name, and password, picking an instance administrator role, selecting the Enable Login checkbox, and then selecting Save.

Mandatory fields are indicated with a red asterisk (*). You can also enter additional information, such as first and last name, title, department, and email.

Email address is not mandatory, but highly recommended. If an email address is not added for a new user creation, the new user will not receive communications from the system, including the new user welcome email that contains credentials and login instructions.

For information on how to assign users to Groups, see Add Users to Groups.

User Profile Glossary

Name

Description

Username

Defines the username the user logs in with

Display Name

Defines the name that is displayed in the top right corner of the interface

Email

Defines the email associated with the user’s account

Title

Defines the user’s title within the organization

Department

Defines the department the user is in

Instance Administrator Role

Defines the role the user has in the instance

Never Expire Password

For database users, defines whether their password will never expire. If the user password does not expire, the password policy configured in the instance settings will not apply.

Note that if the password is set to never expire in instance settings (by setting the Password Expiration field to 0 days), this option will be disabled.

Allow Fallback from Federated Authentication

Defines whether or not the user is allowed to fallback from federated authentication.

This option is only available if federated authentication is enabled.

Enabled

Defines whether the user is enabled or not

License

Defines the type of license the user has – this not manually selected by the administrator, but determined by the type of role the user has

Source

Defines whether the user is a database user or windows user

Modifying a User Account

  1. In Settings, click User Management and select Users.
  2. Search for and locate the user you want to edit. You can use the search bar at the top of the page or the pagination at the bottom of the page to navigate through the Blueprint users in your instance.
    Once located, click the user's username.
  3. From here, you can change all desired settings.
    To change the password, click Change Password, enter the new password, then click OK.
    To assign the user a group, click the tab Group Memberships, then Assign Groups, select the desired group(s), and click OK. For more information on Groups, see the Add Users to Groups article.
    To delete a group, click the corresponding delete icon.
  4. When completed modifying the user, click Save.
Group membership changes take effect immediately. Clicking Cancel will not revert changes.

Deleting a User Account

  1. In Settings, click User Management and select Users.
  2. Search for and locate the user you want to edit.
    You can use the search bar at the top of the page or the pagination at the bottom of the page to navigate through the Blueprint users in your instance.
    Once located, click the user's username.
  3. At the bottom of the user Details Tab, click Delete.
  4. Click OK in the confirmation window.

How did we do?

Creating and Managing Groups

Contact