Create Users
Here you're going to configure user categories for proxy user and then create proxy users.
Set Up User Categories for proxy Users
You can configure proxy users to have different password expiry policy. We recommend this because it ensures that the regular password expiry rules don't apply to proxy users. To achieve this, you must create user categories for proxy users.
Here you'll create a category, that's specific to proxy users. These categories use password policies that don't expire passwords.
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Sign in to your service application as an administrator.
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Go to the Security Console work area and click User Categories.
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Click Create.
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On the User Category: Details page, click Edit.
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In the User Category Name field, enter a name. This name could be ProxyUsers.
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Click Save and Close.
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Click Password Policy, and then click Edit.
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Enter appropriate information for proxy user password policy.
Note: We recommend that you set up the Days Before Password Expiration to a high number, such as 1500. This gives sufficient time before the password expiry warning. -
Click Save and Close.
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Click Done.
Create Proxy Users
- Sign in to your service application as an administrator.
- Go to the Security Console work area and click Users.
- Click Add User Account.
- Add three separate users one at a time and grant them roles:
- From the User Category drop-down list, select ProxyUsers.
- Fill in the First Name, Last Name, and Email fields.Note: The User Name field has the default value of the email address user name. Overwrite that in the next step.
- In the User Name field, select one of the entries in the tables PUDS_CSS_USER, PUDS_CSS_ADMIN, or PUDS_ANONYMOUS_USER.
- Enter a password and confirm the password.Note: Passwords must be at least eight characters long.
- Click Add Role.
- In the Search field, enter the value listed in the Roles Granted column of the following table that corresponds to the user that you created.
- When the role is found, click Add Role Membership and click Done.
- Click Save and Close and repeat these steps for each of the three users you must create.
We recommend that you use the following codes when creating proxy user accounts.
User |
Roles Granted |
Role Code |
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PUDS_CSS_USER |
Communications Customer Self-Service Viewer Proxy User |
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PUDS_CSS_ADMIN |
Communications Customer Self-Service Manager Proxy User |
|
PUDS_ANONYMOUS_USER |
Customer Self-Service Proxy Anonymous User |
|
selfregistration_admin |
Sales Administrator |
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