Add New Users for Native Authentication

  1. Go to System > Security.

  2. Click Create User.

  3. Enter information in the following fields.

    • Name: Enter a username.

    • User Type: Select a user type.

    • External Authentication Provider: Select (Not Used).

    • Internal Provider Password: Enter a temporary password. The user will be prompted to reset the password the first time they log in.

      NOTE: Default security settings are applied to OneStream passwords. Contact Customer Support for more information or to make a change to the security settings.

    • Email: Enter the email associated with the account.

      IMPORTANT: An email address is needed for the user to reset a forgotten password.

    • Group Membership: Add the user to a group if needed. If no group is selected, the user will be added to the Everybody group.

    The System Security user configuration page has a grid with row headings that have a gray background with black text and can be expanded to display fields with a white background and black text.

  4. Provide the user with the information that was entered in the Name and Internal Provider Password fields so that they can log in with their username and password.