How Do I Create a New User in XMDesigner?

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Answer

Follow these steps to create a new user in XMDesigner:

  1. Make sure you have appropriate rights (otherwise ‘User Editor’ will be grayed out) and click on ‘User Editor’ button from the ribbon on the top.
  2. Click on the ‘Editor’ tab and select Add … ‘User’. A new line will be added to the existing list of users.
  3. Enter the name, surname, username (with ‘domain\’ for auto-login), tick the appropriate check boxes, and other relevant columns.
  4. Click on the blank field under the ‘Role’ column, and click on the 3 dots “…” that pop-up.
  5. Select or Add a new role, and populate the appropriate attributes and other details. A business group needs to be associated with the role at this point.
  6. Click on ‘Save Changes’, highlight the role as intended and then click on ‘Select’ to exit the dialog box. A new user should have been created.
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