It is possible to automatically create a new user if the user does not yet exist. It is important to note that this only works if a user logs in via their Microsoft account.
In this article, we explain how to create a template user, and how to configure this based on an email domain.
Template user
A template user is a special account that is copied when creating a new user. All fields are copied, including the license, etc. Any linked groups and teams are also copied.
➡️ This account is free; regardless of whether it is a full account or not.
➡️ It is not possible to log in with this account.
➡️ When copying to a new user, a new (random) password is also generated.
Person
Naturally, a person is also created and linked to the corresponding user account. The following fields are automatically copied from the Microsoft account:
- First name
- Last name
- Display name
- Email address
In the settings, you must also specify for which organization the person should be created. How to do this is explained below.
Creating a template user
Note: You must have sufficient permissions to perform these steps.
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Go to User Management and click the [New user] button.
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You will now enter the view for creating a new user. Here, you have a one-time option (only during creation) to indicate that the account is a template.
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After configuring all fields as desired, click [Save]. The new user is now marked as a template.
Linking to a domain name
Linking works based on the domain name of the email address of the (new) user. This can be configured within Neoforce and then linked to a template user (see above).
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To configure this, go to User Management.
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Select the 'Sync settings' tab.
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Add one or more organizations and/or email domains and link a template user.
- In the 'Organization' field, specify for which organization the person should be created.
- In the 'Template user' field, link the corresponding template (user account).
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Then click [Save]