Creating Accolade User Accounts

Create an Accolade user account for each employee that accesses Accolade. The user account contains the attributes the employee needs to do their job and to log in to Accolade.

The procedure below details how to create an individual account. See the additional topics in the Learn More section for information about defining attributes to the user account. To create multiple users at the same time, see Importing and Updating Accolade User Accounts. If your company uses Microsoft’s Active Directory for user authentication and administration, you can synchronize the user accounts in Accolade to those defined in your Active Directory.

To create a user account:

1. From the System menu, select Security & Groups > User Admin.

2. Click to display the Add New User dialog box.
3. Complete the following information about the user:
   
   Required fields display with red text and an asterisk * if the field is empty.

Field	Description
User Name	Enter the user's name as you want it to display in Accolade. (Optional) If the Enable User Profile Images system parameter is enabled, add a user profile image that displays with the user's name in various locations within Accolade, click next to the user name, click Choose Image, navigate to and select the image to add, and click Upload File. To remove a profile image, click the image next to the user name and click Remove. Note:  To display as an image within Accolade, an image file must be one of the following file types: .bmp, .dib, .gif, .jpg, .jpeg, .jpe, jfif, or .png.
Login	Enter the login the user uses to access Accolade. You may consider keeping logins consistent, such as first initial and last name (jdoe) or first name.last name (jane.doe). Depending on how Accolade is installed, a user’s login name could be the same as the login in their Windows domain account, or local machine account. For Windows Authentication, logins are <domain>\<login name> where <domain> is the network domain and <login name> is the login assigned to the user.
Email Address	(Optional) Enter the user's corporate email address. Accolade uses this address for email notifications and for email links throughout the system.
Chat Address	(Optional) Enter the user's address for your company's selected chat tool.
Resource Pool	(Optional) Select the resource pool to which the user belongs. Users are grouped into resource pools for resource planning purposes for assignments to projects. Note:  This field is only available if your company uses the resource planning components within Accolade and at least one resource pool is defined.
Copy From	(Optional) Click [None] and select the user whose configuration details you want to copy to this user. To filter the list of users, enter one or more search criteria to filter by name, login name, email address, function, or extended field. More... Clicking Select current user will assign the role to the current user (if they have the appropriate rights). Selecting a Function in the drop-down will display available users that are assigned to the function. The current selection defaults to the function to which you are assigning a user, however depending on the project configuration, you can assign any user. Clicking the Show advanced filters check box displays or hides the additional filter options. Clicking Clear removes the current user assignment and displays [None] to indicate that no user is assigned. Copying configuration details from existing users ensures that users that you want to have the same permissions are set up identically. It allows you to assign most of the details automatically, including the initial All My Work page and Stages page column configurations, and only make a few changes to the user. For example, you may have a set of Process Managers in your organizations that all receive the same configuration. Create one, and then copy the configuration to all others. Create a group of template users that have the appropriate functions, roles, extended fields, and other details that apply to all users in a group. Associating a template with each user applies details automatically as part of the create process.

4. Click Create to create the user account.
5. Complete the user setup by adding or updating the following:

• Assign general user details.
• Add user roles and rights.
• Grant access group permissions.
• Add custom details and extended fields, if set as active for the user.
• Define security list and/or security profiles, if in use by your company.
• Define user functions.
• Set up user-specific menu items and links.
• Set up project email notifications.
• Set up HTML report notifications.