Create and activate new users

When onboarding or adding new users to Proxuma, the system automatically creates a User Pool in AWS SSO/MFA. This allows users to integrate SSO or MFA into their accounts for enhanced security and convenience upon signing into their accounts to Proxuma. Once users are onboarded, the organization's administrator can activate a user so they can access the Planning tool.

• User Pool Creation
• User activation and setup

A user pool in AWS SSO/MFA is automatically created for every new user that you onboard. While Proxuma fetches all the users from Autotask, they are created via Proxuma's Users module.

To activate a user, follow these steps:

1. Go to Users.👤
2. Click the + Add User button.➕

3. Complete all required fields and activate the user.🔑

4. Click Save.💾

5. Once a new user is activated, they will be receiving this welcome email containing their username and temporary password.📧

6. Successfully logging their temporary password automatically redirects them to the login page wherein they are required to input their new password.🔄

The login process may vary depending on the activation of their account's SSO or MFA.🔐

Activate SSO and MFA in Proxuma

Learn how to activate Single Sign-On (SSO) and Multi-Factor Authentication in Proxuma. Get the latest security features for your users.

Microsoft Single Sign-on (SSO) Login Guide
Identify the different login scenarios in Proxuma. This article will cover inactive accounts, missing licenses, and non-existing users. Additionally, this topic will explain how an account will log in to Proxuma if their SSO is enabled or disabled.

Reset passwords
Learn how to reset a password whether you're the organization's admin or user.