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How to create a standard new user account

Written by Charnjit Singh Dharival

I cannot create a new user account for a colleague to log into Orchestrate.


Please complete the following steps:

  1. Log into Orchestrate System Manager

  2. Select File

  3. Select User Management

  4. From the security administration window, select User Management

  5. Click Add

  6. enter the first name, last name, user ID etc...

  7. click Save

  8. Click Change User Role to add admin, planner, viewer or status tracker role.

  9. Click Save

Note: if you are using Orchestrate versions 7.49 to 7.57, you have to tick Built In checkbox, otherwise a error message generates, 'Column OpenPlanAfterLogginIn does not allow nulls' and the user account does not create and you have to start creating the account again.
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If you are on version 7.67 or greater the option to create new users has been moved to Orchestrate, to create a new user within Orchestrate please complete the following steps:

  1. Click Tools

  2. Click Orchestrate Users

  3. Click User Management

  4. Click Add

  5. Enter the first name, last name, user ID etc...

  6. Click Change User Role to add admin, planner, viewer or status tracker role.

  7. Click Save

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