Nx Witness User Manual

Know the User Type to be added before starting the process as User Type cannot be changed once set. A User must be deleted and added again to change User Type.

•Only Administrators and Power Users can add users.

•Regular Users and Temporary Users can be added at the Desktop Client only.

•Cloud Users can be added at the Web Admin, Cloud Portal or Desktop Client.

•User permissions can be assigned at the Desktop Client only.

•Permission Groups can be assigned using the Desktop Client, Web Admin, and Cloud Portal.

IMPORTANT: Users will be Added to a System without access to System Resources if they are not a member of a Permission Group, or assigned Permissions using the Desktop Client (see "Configure Users").

Adding a User using the Desktop Client

1.Open the Add User dialog by accessing the Main Menu > Add > User navigation path.

2.Confirm the New User dialog box is open to the General tab.

•Information on the General tab is required to create a user.

3.Select to add a User as Enabled or Disabled (see "Enabling and Disabling Users").

4.Choose the User Type.

•Cloud: Enter the Email address of the User to add. Cloud Users cannot be Temporary Users.

•Local: Enter the following information.

•Login.

•Full Name.

•Email address.

•Access type – Select Regular or Temporary.

oSet time limitations when Adding Temporary Users (see "Managing Temporary User Access").

oProvide and confirm a Password when Adding Regular Users.

5.Optional – Select the Permission Groups the Added User will be a member of.

6.Click the Add User button to complete the process. Authentication may be required.

Note: Copy and provide the Temporary link to the intended User.

Adding a User using the Web Admin / Cloud Portal

1.Select Settings in the header menu.

2.Expand Users in the left panel navigation.

3.Click the Add User button.

4.Enter the Email address of the User to add.

5.Optional – Select the Permission Groups the Added User will be a member of.

6.Click Add User to complete the process. Authentication may be required.

Note: Established Cloud Users will see the System on their Welcome screen and new Cloud Users will receive further instructions by Email.