User administration step 1: user creation/self-registration

Users and organisations are managed in the global user management: User profiles can be created and changed by authorised customer administrators. In addition to the users, there are the organisations as an administrative unit.

You can access the global user administration via the following link, https://accounts.thinkproject.com/sso/admin

or

in the User Portal area, in the dropdown at the top right.

To create a new user account, click the + New User button in the top right corner.

The Create user account page opens.

Required fields are marked with a star. The Save changes button will only be active as soon as all of the following mandatory fields have been filled:

• Surname
• Communication language
  • The default setting here is English. Please make sure to change it to the correct language.

• Username
  • Usernames can only be changed by the Thinkproject-Support team, so please make sure that the username is unique and correctly spelt. Our suggestion: first name, last name, or last name, first name
  • Please do not use any special characters (or umlauts in different languages)
• E-mail address
  • Please pay attention to the correct spelling, otherwise the activation link will not be sent correctly.
• Company

All fields that are filled in in the attachment form can later be viewed as information in the project room under the users contact details.

The following settings can be managed in the User account settings section:

• A new activation link can be sent for users in your organisation.
• The logbook for this user account can be viewed.
• Mail logs are displayed.
• The projects in which a user is added in can be viewed.

Please note that as an administrator you can create users from a wide variety of companies. However, you can only edit users in your own organisation. You can only see these users in the global user management or  view them using the search function. Click on the username to start editing a user and return to the user form

With our self-registration the user has the possibility to create their own TP account themselves. To do this, the user uses our registration page and fills out the form with their details. The advantage of self-registration lies in the completeness and correctness of the user data.

As soon as the user completes the registration with Save, the system automatically creates a Thinkproject account, which you can see in the global user management - provided the user belongs to your organisation.

After the successful creation of a user account, the system automatically sends a welcome email to the user. It does not matter whether the account was created by you or the user themselves. With this e-mail, the user is asked to confirm their e-mail address by clicking on the Account verification button in the e-mail.

After the user has confirmed, a new tab opens in which they are asked to assign a password for their account. The password policy on the right must be observed when making the selection. The password can only be saved by the user when all criteria are met (all red Xs are now a green tick).

With this step, the registration is completed on the user side and they can log in. If you would like to inform your user about the following procedure and ask them to self-register, you are welcome to send them the following article on self registration. Attention: the user has not yet been activated for a project room, this process is explained in step 2.

In the next step, you will find out how to add participants to your project room: User administration step 2: Transfer user to a project room