Creating Accounts

The initial user account in Alloy Discovery is created during the database creation process. This special account is marked as the Database Owner (DBO) and is also granted the Administrator Role in Alloy Discovery.

NOTE: For details, see the following resources: Installation Guide: Creating the Alloy Discovery Database or Predefined Security Roles.

In order to allow other users to access Alloy Discovery, you must create accounts for them. Before you begin, complete these steps:

  • Consider the tasks users will be performing in Alloy Discovery and plan their membership in security roles.
  • INFO: For details, see Managing Security Roles .

  • Consider the password complexity requirements for users to access Alloy Discovery.
  • INFO: For details, see Setting Password Complexity.

  • If you have a combined product license, decide what type of account to create for this user: Concurrent or Named.
  • INFO: For details, see Types of Alloy Discovery Accounts.

To create a user account, complete the following steps:

  1. In the Settings app, navigate to Accounts and Roles > Accounts.
  2. Click New. The New Account wizard starts and the Welcome page appears.
  3. Click Next. If the Select Technician Type page appears, choose the type of account you want to create for this user and click Next.
  4. INFO: For details, see Types of Alloy Discovery Accounts.

  5. On the Select Authentication Type page, choose the authentication type and click Next.
  6. INFO: For details, see Authentication Types.

  7. Depending on the selected authentication type, do one of the following:
    • For Windows authentication, on the Select Windows Account page, click the ellipsis button, select the domain user, click OK, and then click Next.
    • For Standard authentication, on the Enter Login and Password page, type in the login and password and click Next.

    The Assign Roles to Technician page appears.

  8. If you have the default security role(s), the account is automatically granted these roles.

  9. INFO: For details, see Managing Security Roles .

    You can manage the user’s role membership as follows:

    • To grant non-default roles to the new account, click Add. The Select Roles window appears. Choose one or several roles and click OK.
    • To remove the user from the list of members of one or several security roles, select the role(s) and click Delete.

    Click Next. The Ready to Create page appears.

  10. Click Next. The new account is created and the Account Created page appears.
  11. Click Finish to close the wizard.