Create a Smartflow User

You can create users in Smartflow manually or automatically with auto-provisioning. Users can be authenticated by Smartflow or by SSO using a third-party identity provider such as SAML2, LDAP, or OAUTH2. Additionally, you can manage user permissions (roles and group assignments) manually in Smartflow or automatically using a directory service such as LDAP or AAD. Use the following table to view the appropriate procedure for your environment.

Create Users	Authenticate using	Manage permissions using	See
Manually	Smartflow	Smartflow	Create an Application User
Manually	SSO	Smartflow	Create an External User
Manually	SSO	Directory Service	Manually Create an External User with an External Directory
Automatically	SSO	Directory Service	Automatically Create Users with an External Directory

Create an Application User

Use this procedure to manually create a user in Smartflow that is authenticated by Smartflow and managed manually in Smartflow.

1. In Admin  , from the Access Admin Function primary drop-down list, select User & Company. From the secondary drop-down, select Add/Edit User, and then click Go.
2. In the Add/Edit User page, click Add New User.
3. Select Application User.
4. To send the users an email with a link that will allow them to set their own passwords, select Send welcome email.
5. To activate the user, select Enable user account.
6. In the Date Format Setting drop-down list, select the data style to show the user.
7. Complete the detail fields for the user, including a Smartflow password.
8. If the user is a member of a specific Company defined in Smartflow, select the company.
9. Click Confirm to save the changes and close the Add User page.

Create an External User

Use this procedure to manually create a user in Smartflow that is authenticated by SSO and managed manually in Smartflow. In addition to creating users, you must also configure SSO. For more information, see Configuring Single Sign-On (SSO).

1. In Admin  , from the Access Admin Function primary drop-down list, select User & Company. From the secondary drop-down, select Add/Edit User, and then click Go.
2. In the Add/Edit User page, click Add New User.
3. Select External User.
4. To send the users an email with a link that will allow them to set their own passwords, select Send welcome email.
5. To activate the user, select Enable user account.
6. In the Date Format Setting drop-down list, select the data style to show the user.
7. Complete the detail fields for the user.
8. If the user is a member of a specific Company defined in Smartflow, select the company.
9. Click Confirm to save the changes and close the Add User page.

Manually Create an External User with an External Directory

Use this procedure to manually create a user in Smartflow that is authenticated by SSO and managed automatically (roles and group assignments) using a Directory Service.

1. Add your directory service to Smartflow. For more information, see Configure Directory Settings.
2. Add your SSO connection to Smartflow. For more information, see Configuring Single Sign-On (SSO).
3. Map your Directory Service roles and groups to Smartflow roles and groups. For more information, see Using Directory Groups.
4. In Admin  , from the Access Admin Function primary drop-down list, select User & Company. From the secondary drop-down, select Add/Edit User, and then click Go.
5. In the Add/Edit User page, click Add New User.
6. Select External User.
7. Select the Use External Directory? check box.
8. For Domain, select a domain from the drop-down list.
9. Click Select User From Directory, search and select a user, and then click Confirm. Several of the user detail fields are automatically populated.
10. To activate the user, select Enable user account.
11. In the Date Format Setting drop-down list, select the data style to show the user.
12. Complete the remaining fields for the user.
13. If the user is a member of a specific Company defined in Smartflow, select the company.
14. Click Confirm to save the changes and close the Add User page.

Automatically Create Users with an External Directory

Use this procedure to automatically create Smartflow users from a Directory Service that are authenticated by SSO and managed automatically (roles and group assignments) using a Directory Service.

1. Add your directory service to Smartflow. For more information, see Configure Directory Settings.
• To automatically create Smartflow users from the Directory Service, select the Enable Create User via Synchronization check box on the Connection Settings tab.
2. Add your SSO connection to Smartflow. For more information, see Configuring Single Sign-On (SSO).
3. Map your Directory Service roles and groups to Smartflow roles and groups. For more information, see Using Directory Groups.

What's Next

Assign User to a Role

Assign User to a Security Group

Assign User to a Team

Set User Email Notification Preferences