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.

To Add a User

  1. From the Gear wheel gear_wheel.PNG 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 kintone service to allow basic access to the Kintone portal. Select Client Certificate Authentication Client Certificate Authentication to require a more secure method of user authentication. See Using Client Certificate Authentication
      (Client Certificate Authentication is available for those who started the free trial before September 8, 2019. For details on the start date, see How to check the trial start date.)
    • Click the Org Chart 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 Delete.
    • If you selected more than one department for this user, select a Priority Department.
    • Enter a Phone Number.
    • Enter a website URL.
  6. Click optional_fields.PNG to display additional Optional Fields
  7. Click Save.
  8. See Creating a Password below.

new_user.gif

To Edit an Existing User

  1. From the Gear wheel gear_wheel.PNG select Users & System Administration
  2. Under User Administration, select Departments & Users.
  3. Next to a user's name, click the Edituser_edit.PNGicon.
  4. Update desired fields, or click  to delete. 
  5. Click Save, or Delete.
edit_user.gif
Creating a Password
 
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

change_pw2.gif

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