Add a user

An administrator can add a user to access Cimpl.

1. Go to Configuration > System Preferences > User Management.
2. Click the + icon. A blank employee record opens.

3. Fill in the information fields with the employee’s information.

   OR

4. Use the + to select an employee. The information is automatically completed based on the employee’s record.

5. For Network ID, enter the employee’s email address. Only email addresses using your company’s domain are allowed. To enable an additional company domain, please contact cimpl-support@uplandsoftware.com.

6. Enter a Password. Entering a password is mandatory.

   Note: Once your user is created, you can send the password to the user or ask the user to click Forgot Password on the login page to reset his password and access Cimpl.

7. Click the check boxes corresponding to the system access permissions you’d like to give this employee.
8. Click Apply to create the user record.

Clients using Single Sign On (SSO)

When setting up a user in User Management, the steps would be exactly the same as above. However, even though you have an SSO system set up, when creating the system access you must enter a password in the Password field. Entering a password is mandatory in order to successfully create a user.

Once your user is created, when the user signs into Cimpl for the first time, the SSO will automatically kick in so the password you create does not play a role in the access to the platform.