Adding and Editing Users

In Users & System Administration, use the New User page to add users to the system, and the Edit User page to edit existing users.

 

1. From the Gear wheel  select Users & System Administration.
2. Under User Administration, select Departments & Users.
3. Click .
4. Fill out the Required Fields (marked with a red * asterisk).
• Enter a Display Name. This name appears in the menu bar at the top of the page.
• Enter a Given Name, and Surname.
• Enter the Login Name. The user uses this name to log into the Kintone portal. Login names are case sensitive.
• If these are the only fields you wish to configure, click Save, and create a Password for the user. See Creating a Password below.
5. Fill out the Optional Fields.
• Click Browse to add a picture of the user.
• Enter the user’s Email Address.
• The Status field defaults to Active. Click to toggle between Active and Inactive.
• Under Available Services, select the Kintone service to allow basic access to the Kintone portal. Select Client Certificate Authentication to require a more secure method of user authentication. See Using Client Certificate Authentication. 
• Click the Org Chart icon to select the user’s department or sub-department. Select a job title if available. You can add this user to more departments and sub-departments if available, by clicking the icon again. To delete a department, click .
• If you selected more than one department for this user, select a Priority Department.
• Enter a Phone Number.
• Enter a website URL.
6. Click  to display additional Optional Fields. 
7. Click Save.
8. See Creating a Password below.

To Edit an Existing User

1. From the Gear wheel  select Users & System Administration. 
2. Under User Administration, select Departments & Users.
3. Next to a user's name, click the Editicon.
4. Update desired fields, or click  to delete. 
5. Click Save, or Delete.

 

When you click Save to create a new user, the Create Password page appears, where you set a password for the user.

 

1. Either select Generate Automatically for the system to create a password, or select Enter Manually and type a password. 
2. Select Show Password to see the characters.
3. Select whether to disable Password Expiration.
4. Click Create to save the new user, or click Create and Send via Email.
• If sending via email, check the email message, subject, and recipient, and edit if necessary.
• Click Send