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      Create a New CloudLink User (TIS)

      How to create a new CloudLink user in a system running the Texada Identity Service (TIS).

      Quick Reference

      • The Texada Identity Service, or TIS, is a new login service that will allow Texada users to access all of their solutions using a single set of credentials. The process of creating a new CloudLink user varies slightly between pre-TIS and TIS-enabled systems.
      • The new process for adding a CloudLink User in an IdP-managed TIS-enabled system is as follows:
        • Add the new User to your organization’s IdP.
        • Log in to CloudLink Console. Navigate to User Management → Users List in the left navigation menu, then click the “ADD NEW USER” button in the top-left corner of the screen.
        • Fill out the information for your User, including at minimum a valid email address, then click the “ADD USER” button. You can now adjust additional settings for the User as desired, such as establishing their permissions.
        • The User is now able to log in to CloudLink using the credentials established in your organization’s IdP.
      • The new process for adding a CloudLink User in a non-IdP TIS-enabled system is as follows:
        • Log in to CloudLink Console. Navigate to User Management → Users List in the left navigation menu, then click the “ADD NEW USER” button in the top-left corner of the screen.
        • Fill out the information for your User, including at minimum a valid email address. It is also highly recommended to check the “Multi-Factor Authentication” option. Once finished, click the “ADD USER” button. You can now adjust additional settings for the User as desired, such as establishing their permissions.
        • The user will now receive 2 emails to the address used to register their account:
            • Verify your email: The user must open this email and click the “Verify my account” hyperlink to verify their email address.
        • Reset your password: The user must open this email and click on the “click here” hyperlink, then follow the instructions to set their password.
        • The user is now able to log in to CloudLink using the established email address and password.
        • The activation link in the Verify your email email will expire after 7 days. If the user does not verify their account within this timeframe, they can resend this email by navigating to the CloudLink login screen, entering their email address, then clicking the “Resend verification email” button.

      Introduction

      The Texada Identity Service, or TIS, is a new login service that will allow Texada users to access all of their solutions using a single set of credentials. TIS is currently being rolled out to Texada CloudLink, with support for additional products planned for upcoming releases.

      Once TIS is enabled for your system, the process of creating a new CloudLink User will change slightly. The following article details the differences between the old process and the new one.

      The process outlined in this document only applies when creating new users in CloudLink once TIS has already been enabled. It is not necessary to follow this process for existing users when transitioning to TIS.

      The process for creating a new CloudLink user will vary depending on whether or not your organization uses an identity provider (IdP) such as Microsoft Azure to manage user accounts. Use the buttons below to navigate to the guide appropriate to your organization.

                       

      Using an Identity Provider

      The new process for adding a CloudLink User in an IdP-managed TIS-enabled system is outlined below.

      1. Add the new User to your organization’s IdP. 
      2. Log in to CloudLink Console. Navigate to User Management → Users List in the left navigation menu, then click the “ADD NEW USER” button in the top-left corner of the screen.
      3. Fill out the information for your User, including at minimum a valid email address. Note that this email address must be the same as the one used to register the User in your IdP in step 1.

        Once you are finished, click the “ADD USER” button. You can now adjust additional settings for the User as desired, such as establishing their permissions.
      4. The user is now able to log in to CloudLink using the credentials established in your organization’s IdP.

      Not Using an Identity Provider

      The new process for adding a CloudLink User in a non-IdP TIS-enabled system is outlined below.

      1. Log in to CloudLink Console. Navigate to User Management → Users List in the left navigation menu, then click the “ADD NEW USER” button in the top-left corner of the screen.
      2. Fill out the information for your User, including at minimum a valid email address. It is also highly recommended to check the “Multi-Factor Authentication” option to enable multi-factor authentication for that user. Though not required, this option greatly improves the security of your system.

        Once you are finished, click the “ADD USER” button. You can now adjust additional settings for the User as desired, such as establishing their permissions.
      3. Once the “ADD USER” button is clicked, the user will receive 2 emails to the address entered on their profile: Verify your email and Reset your password.

        The links in these emails are valid for 7 days. To verify a user whose emails have expired, see “Verify User with Expired Emails”.
        1. Verify your email
          This email instructs the user to verify their account to ensure that the entered email address was correct. The user must open the email and click the “Verify my account” hyperlink to complete the verification.
        2. Reset your password
          This email instructs the user to set a new password for their account. To do this, the user must click on the “click here” hyperlink, then follow the instructions to set their password.
      4. The user is now able to log in to CloudLink using the email address and password established in steps 2 and 3.

      Verify User With Expired Emails 

      The link in the Verify your email email is valid for 7 days, after which time the user will no longer be able to use it to verify their account. If this happens, the user can resend the Verify your email email from the CloudLink login page.

      1. The user accesses the CloudLink login page and enters the email used to register their account. The following screen will appear, informing them that their account has not been verified. The user clicks the “Resend verification email” button to send a new verification email.
      2. Once the verification email has been sent, the login screen will change to the following. The user can now access their email inbox and look for the Verify your email email.
      3. Once the user receives the Verify your email email, they open it and click the “Verify my account” hyperlink to activate their account.
      4. The user can now return to the CloudLink login page and click “Login Again” to login using their verified email. The user can also now set a new password using the standard “Forgot my password” process.