Creating Users

Overview

CertMS supports multiple user accounts with role-based access control (RBAC) to ensure team members have appropriate permissions for their responsibilities. This section will guide you through creating new user accounts for your organization.

Accessing User Management

Step 1: Navigate to User Settings

1. After logging into your CertMS instance, locate the Settings dropdown on the left-hand side of the page
2. Click on Settings to expand the menu
3. Select Users from the dropdown options

Step 2: View Current Users

The Users page displays all currently configured user accounts in your CertMS instance, including:

• Username
• Full name
• Email address
• Account status (Active/Inactive)
• Assigned roles

Creating a New User

Step 1: Initiate User Creation

1. On the Users page, locate the Create New User button in the top-right corner
2. Click Create New User to open the user creation form

Step 2: Complete User Information

Fill out the following required fields:

Basic Information

• Username: Unique identifier for login (cannot be changed later)
• First Name: User’s first name
• Last Name: User’s last name
• Email: Valid email address for notifications and communications
• Password: Secure password for the user account

Account Configuration

• Active Account: ✅ Checkbox (checked by default)
  • Checked = User can log in and access CertMS
  • Unchecked = User account is disabled
• Authentication Provider: Dropdown selection (defaults to “Local”)
  • Local: Standard username/password authentication
  • Additional providers (configured separately): Radius, SAML

Step 3: Assign User Roles

Select appropriate roles based on the user’s responsibilities. Multiple roles can be assigned to a single user.

Available Roles

Role	Permissions
Admin	Full system access and configuration rights
Documents Admin	Manage and configure documents
CA Monitor Admin	Configure and manage Certificate Authority monitoring
URL Monitor Admin	Set up and manage URL certificate monitoring
Servers Admin	Configure and manage server certificate monitoring
Cert Admin	Manage certificate operations and configurations
Log Viewer	View system logs and audit trails
Reports Admin	Create, modify, and manage reports
Reports Viewer	View existing reports (read-only access)
Integrations Admin	Configure third-party integrations
Scanner Admin	Manage certificate scanning operations

Role Selection Best Practices

• IT Managers: Admin, Reports Admin, Log Viewer
• Certificate Specialists: Cert Admin, CA Monitor Admin, Servers Admin
• Security Team: URL Monitor Admin, Log Viewer, Reports Viewer
• Executives/Stakeholders: Reports Viewer

Step 4: Save the New User

1. Review all entered information for accuracy
2. Click Create User or Save to create the account
3. The new user will appear in the Users list

Post-Creation Tasks

User Notification

• Manual Process: Provide the new user with:
  • CertMS instance URL: https://<instancename>.certms.com
  • Their username and temporary password
  • Instructions to change their password on first login

Password Security

• Encourage users to change their password immediately after first login
• Implement strong password requirements for your organization

Managing Existing Users

Modifying User Accounts

• Click on any existing user in the Users list to edit their information
• Update roles, contact information, or account status as needed

Deactivating Users

• Uncheck the Active Account checkbox to disable a user without deleting their account
• Useful for temporary access suspension or when employees leave

Advanced Authentication (Future Setup)

CertMS supports additional authentication providers for enhanced security:

RADIUS Integration

• Connect to existing RADIUS servers for centralized authentication
• Maintain existing password policies and user management

SAML Integration

• Single Sign-On (SSO) capability with SAML-compatible identity providers
• Streamlined access for organizations using Active Directory, Okta, or similar systems

Note: Contact support@certms.com for assistance configuring RADIUS or SAML authentication providers.

Troubleshooting

Common Issues

Issue	Solution
Username already exists	Choose a different, unique username
Email format invalid	Verify email address format is correct
Cannot assign roles	Ensure you have Admin privileges
User cannot log in	Verify account is marked as Active

Next Steps

Once users are created, you can proceed to:

• Configure CA Monitor for certificate authority tracking
• Set up server monitoring for your infrastructure
• Configure URL monitoring for web certificates

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Need Help? Contact our support team at support@certms.com for assistance with user management or role configuration.