This article outlines the steps for manually adding a new user, customizing the account settings, and communicating the account creation to them.
YouTestMe provides flexibility in user account management, offering the choice to either manually create accounts, perform bulk imports using the YouTestMe Excel template, or allow users to self-register.
Creating new user #
To create a new user:
- Select the Users/User Profiles tab.
- Select the Create new user button.
- In the pop-up dialog, add the user information.
When selecting the Basic info only option, you’ll need to provide essential information about the user, including their username, password (along with its expiration date), role, status, time zone, name, and email.
If you deactivate this option, additional fields, which include custom user properties, will become visible.
You can also add the newly created user to a desired user group by selecting the plus icon.
- Enter the username that will be unique for each user and cannot be changed.
- Enter the user’s email address.
- Choose the desired option. Generated – The user receives a generated password or Manually inserted– You create a password.
- Enter a password. (If you select the Manually inserted option).
- Confirm the entered password. (If you select the Manually inserted option).
- Set the expiration date for the password. The system will remind the user when to change the password.
- Set the user’s role in the system. You can select between the predefined roles or make your own. For more information, see the roles and permissions video.
- Select the user’s account status:
- Active – for all users who can log into the system with their username and password.
- Suspended – for all users who are prohibited by an administrator from entering the system.
- Locked – for all users who cannot enter the system because they have typed in the wrong password several times.
The administrator can change the user status anytime and view user details regardless of the current user status.
- Set the Time zone according to the user’s current place of residence.
- Enter the first name.
- Enter the last name.
- Add a profile picture optionally.
- Click the Save button to create a profile.
An automated email notification will be sent to the email address you provide to inform the user of their newly created account and provide them with the necessary credentials for access.
This email notification is fully customizable, allowing you to include login instructions and a direct link to the user’s profile. The direct link will enable them to access their account and set a new password at their convenience.
Please check this article to learn more about email and notification configuration.
How to Customize User Account Settings #
You have the ability to tailor the user account settings to match your preferences. You can choose to make usernames case-sensitive.
To customize the user account settings, follow these steps:
- Select the System/Settings and Customization tab.
- Select the Additional modules tab.
- Select .
Enabling this option will ensure that the system recognizes usernames with uppercase and lowercase letters as distinct usernames.
How to Customize Account Creation Notification #
To tailor the account creation notification sent to users, please follow these steps:
- From the main menu, navigate to System/Settings and Customization.
- Access the Notifications tab.
- Locate the New user profile created notification and click the Edit button in the email notification column to modify the template.
You can select the email language, specify the subject line, and personalize the email text by utilizing the variables provided in the List of all variables. These variables will be automatically replaced with the relevant account information.
For convenient access to the user profile, you can incorporate the variable $profileDirectLink$. This will generate a link to the user’s profile, which will be automatically included in the email.
The following images illustrate the user’s email notification, both with and without a direct link to their profile:
When the email verification option is enabled, the variable $emailVerificationLink$ should be added to the email notification template. This will generate a link that users should use to verify their email address to be able to log in.
You can also watch the following video for step-by-step instructions.
