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How do I create Users (non-SSO login)?

Please see below for guidance on how to create new users to log into the SUMS platform.

  1. Navigate to the ‘Admin’ module on the left-hand side of the page and select 'Users';
  2. On the top right-hand corner of the page, click ‘Create User’ and complete the following fields:
    1. Username – Create a username for the user;
    2. First name;
    3. Surname;
    4. Email – organisational email address;
    5. Active - You will need to ensure the user is marked as ‘Active’ for them to be able to log in.
    6. Groups – select the permissions groups the user will require access to _(For more information on how to create ‘Groups’, please see our ‘Permissions’ guidance);
  3. Click ‘Submit’ to create the user.

Details of a user can be changed at anytime, and permissions groups can be added and removed from a user whenever required.

What if we use SSO to log into SUMS?

If you utilise SSO to log into SUMS, a new user account will be created the first time a new user attempts to sign in via their SSO login details.

Once this has been done, you will need to activate their account and assign them the relevant permission groups:

  1. Navigate to the ‘Admin’ module on the left-hand side of the page and select 'Users';
  2. Find the new user that has just been created;

Top Tip: To quickly find new users that have been created, invert the 'System ID' column to bring the latest users to the top of the page.

  1. Click 'Modify' and ensure the 'Active' checkbox is ticked;
  2. Assign the relevant permissions groups, and click 'Submit' to activate the user account.

Please note: all new users will need to set-up MFA (multifactor authentication) when logging in for the first time.

Created on 17th September 2023