Add or Edit a User Account

You must have the Account Admin role to add or edit a user account. This topic discusses how to add a user from Rev. Many user accounts will be imported and managed with LDAP groups. You may also add users or groups through the upload process.

Note: If you have imported your user from an LDAP group, you will only be able to edit the Preferred Language, Assigned Role, and Rev Assigned Group of the user. All other attributes must edited from LDAP.

Tip: Click a User Name to edit the account. The Username, once saved, may not be edited.

Field Name	Required	Description
First Name		First name of the account holder. Text only.
Last Name	Yes	Last name of the account holder. Text only.
Contact Email	Yes	Email of the account holder. Must be a valid email address.
Title		Preferred title of the account holder. Text and numerical input accepted.
Phone Number		Phone number of the account holder.
Preferred Language		Preferred language of the account holder.
Username	Yes	Used to log in to the system. Email address is also accepted. Field must be unique in the system. This is not case sensitive. This field name may not be edited once saved.

As soon as you click the Save button, the user account is set to “unlicensed” status until the user logs in for the first time. At that point, it will be set to “active” status.

An email will be generated by the system and sent to the user so that they may create their own password and security question and log in. Upon logging in, the account status will be updated to “Active”.

Note[1]: As noted, an email notification is generated to the user with instructions for setting up a password if an email server has been put in place. See Email Server Information for more information. If you do not have this server set up, you will have to manually confirm and activate each account that is created. This is not recommended.

You should also keep in mind that if your Rev environment is not ready for launch, you should delay setting up user accounts. See: Rev Set Up - Getting Started.

Note[2]: If a user account is created on a Rev system with SSO enabled, the account will be created with no user confirmation required and, further, no email will be generated to the user. However, the account status will remain “unlicensed” until the user logs in for the first time and becomes “active”. See: Configure Single Sign On (SSO).

Note[3]: If user accounts are being managed by LDAP, these options will not be available. Instead, user accounts are imported with Groups and LDAP. See: Import an LDAP Group.