Creating a new user in the Metasys UI - Metasys - LIT-1201528 - General System Information - Metasys System - 12.0

Security Administrator System Technical Bulletin

Product
Building Automation Systems > Building Automation Systems > Metasys System
Document type
Technical Bulletin
Document number
LIT-1201528
Version
12.0
Revision date
2022-08-05

Procedure

  1. Log in to Metasys UI as an Administrator.
  2. Open the User menu.
  3. Tap or click Administrative Tasks > User Management.
  4. In the default tab (Users), tap or click + USER. The Create New User window opens.
    Note: On a smartphone, tap + to create a new user.
  5. Select the user type from the Type list. Selectable user types include Metasys and Active Directory users.
    Note: You can select Active Directory from the Type list only if at least one of the following Active Directory authentication types is enabled in the Setup tab in User Management: Active Directory/LDAP authentication or Active Directory Federation Services (ADFS) authentication.
  6. For Active Directory users, enter a username in the Username field. Enter domain details in the Active Directory Domain field. Go to 11.
  7. Enter a username in the mandatory Username field.
  8. Enter a password in the mandatory Password field. Review the password rules listed on the right of the Create New User window.
    Note: On a smartphone, tap the information icon next to Password to review the password rules.
  9. Confirm the password in the Confirm Password field.
  10. Select a user role from the Role list.
    Note: You must assign at least one role to a user. By default Metasys selects USER.
  11. Tap or click CREATE AND EDIT to create the user and further edit the user details. Or, tap or click CREATE AND CLOSE to create the user with the details you entered.
    Note: If you use a MAC platform, double-click CREATE AND EDIT or CREATE AND CLOSE to save the details.