Adding Alloy Discovery accounts

Before you begin:

  • Consider the tasks the user will be performing in Alloy Discovery and plan the user's membership in existing security roles, or create new security roles, if needed. For details, see Managing security roles.

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

To add a new Alloy Discovery account:

  1. In the Settings App, go to Accounts and Roles > Accounts.

  2. Click New. The New Account Wizard starts. On the Welcome page, click Next.

  3. If the Select Technician Type page appears, choose the type of account you want to create for this user and click Next.

NOTE: If needed, you will be able to change the account type later. For details, see Types of Alloy Discovery accounts.

  1. On the Select Authentication Type page, choose the authentication type, and click Next. For details, see Authentication types.

  2. Depending on the selected authentication type, proceed through next steps of the wizard:

    • For Windows authentication: On the Select Windows Account page, click the ellipsis button , select the Windows domain to look in, and double-click the Windows domain user for whom you’re creating the Alloy Discovery account. Click Next.

    • For standard SQL Server authentication: On the Enter Login and Password page, enter the login name and password for the new account, confirm the password, and then click Next.

  3. On the Assign Roles to Technician page, review the default security role, assigned to all new accounts automatically. Optionally assign other roles or revoke the default role by using Add or Delete buttons, correspondingly. Click Next when done.

  4. On the Ready to Create page, click Next.

  5. Click Finish on the last page.