Create user accounts on Ion Reporter™ Server

An administrator can create new user accounts on Ion Reporter™ Server. You can add individual user accounts or add multiple user accounts in a batch with a spreadsheet.

  • Create a single new user account.
    1. Click the Admin tab.
    2. On the Users screen, click Create UserManual.
    3. In the Create User dialog box, enter the user information, then assign one or more roles to the user account. For more information, see User roles and permissions.
    4. (Optional) Select Requires private folder to give the user the authority to restrict all visibility to their data. For details, see Enable or disable private folders on Ion Reporter Server.
    5. Click Save.

    The new user receives an email with a link to activate their account and reset the password.

  • Create multiple new user accounts in a batch.
    1. Click the Admin tab.
    2. On the Users screen, click Create UserBatch.
    3. On the Import Users screen, click download example to obtain a blank spreadsheet.
    4. Open the UserDefinitionTemplate.csv file that is downloaded through the browser.

      Complete this spreadsheet and upload this file in Ion Reporter™ Software to create new users in a batch.

    5. Enter information into the spreadsheet columns for each new user that you want to create using the spreadsheet.

      Column name

      Description

      First Name

      First name of the account user.

      Use a minimum of two letters for first names in user accounts.

      Last Name

      Last name of the account user.

      Use a minimum of two letters for last names in user accounts.

      EmailId

      Email address of the account user. The email address will be used as the user ID when the user signs in. For example, user@institute.com.

      Import Role

      Enter 1 to assign the Import role.

      Analyze Role

      Enter 1 to assign the Analyze role.

      Report Role

      Enter 1 to assign the Report role.

      The Report role is required in order to add an electronic signature to a report.

      Administrator

      Enter 1 to assign the Admin role.

    6. Save the spreadsheet to a file directory on your hard drive or in a location that you can get back to.
    7. In the Import Users screen, click Select File, navigate to the directory containing the spreadsheet, select the file, then click Open.
    8. Click Upload.

      The information in the spreadsheet is uploaded to the software. The new users appear on the Users screen.

    The new users receive an email with a link to activate their user ID and reset their password.