Add New Users

Cortex Xpanse enables you to add and manage users yourself through the web application.
Cortex Xpanse enables you to add and manage users yourself in the
Expander
web application. You must have
Manage Users
permission on your own user account in order to add new users.
If you use a 3rd-party single-sign on (SSO) application (for example, Okta) along with Cortex Xpanse, you will have to set up new users in the SSO application before they will be able to log in to Cortex Xpanse
Expander
.
  1. In Cortex Xpanse
    Expander
    click the Settings icon ( ) and then select
    User Management
    .
  2. In the User Management window, click
    Create user
    .
    The
    Create User
    window opens.
  3. Enter the email address for the new user.
  4. Set the permissions for the user.
    • Manage users
      —Permits a user to add users, delete users, and change user permissions.
    • Edit policy management settings
      —Permits a user to edit the policy settings on the Policies tab.
    • Create client credentials
      —Permits a user to create and revoke their own client credentials. See Expander APIs for more information.
    • Admin client credentials
      —Permits a user to view and revoke client credentials for all users in their group.
  5. Click
    Create User
    .
    An email will be sent to the user requesting that they log in and reset their password. The new user will appear in the user list with the status
    Pending Password Reset
    until the password is reset.
    If you use 3rd-party SSO, the new user will not receive an email, but they will appear in the user list with the status
    Pending SSO First Login
    until they log into Expander with their SSO credentials.
  6. If you want to resend the password reset email to a new user in the
    Pending Password Reset
    state, click the ellipses ( ) associated with the user in the user list and select
    Resend Email
    .
    Once the user has reset their password or logged in using their 3rd-party SSO, their email will appear in the user list with the status
    Active
    .

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