Kuali Ready - Admin - Creating Users

Do you want to know how to create a new user when you are using Direct Authentication in Kuali Ready?

If so, then this article is for you!

Quick tip: Direct authentication means that you are creating users directly in Kuali and not using an external authentication provider like Shibboleth or InCommon.

If you are using Shibboleth/InCommon then user accounts are created automatically the first time they login, so it is not necessary to manually create users. However, you can pre-create users using this process if you wish.

In this article you will find everything you need to know about creating users in Kuali Ready.

Step 1: Login to Kuali Ready and Navigate to the New User Administration Area

1. Login to Kuali Ready as an administrator type user.
2. Select Admin from the global navigation.
   (Located on the left side of your Ready interface window)
   
   
   
3. Expand Administration and select Users from the new menu that has appeared under the global navigation menu.
   
   
4. Select the New User button on the top right side of the User administration area
   
   

 

Step 2: Enter User Information

Important Notes:

• Field labels that have an asterisk (*) before the label are required
• Password - This field is not required
  • If you leave the password blank the user will be prompted to set a password when they click the link located inside the invitation email from Kuali Ready when you finish creating the user.
    • Note: You can re-send the email invitation by editing the user.
• Roles
  • More information about the various roles can be found here
• Access
  • Indicates if the user is authorized to access Ready
  • If Off is selected then the user will still receive an invitation and will be able to login, but will see a NOT AUTHORIZED message on the Ready dashboard.

Step 3: Finish Creating the User

Now that you have finished entering the user's details you must click the Save or Save and New button  to finish creating the user creating the user. If you do not wish to create the user at this point click the Cancel button.

• Save - Create the user and close the New User pop-up
• Save and New - Create the user and immediately allow me to create a new user
• Cancel - Do not create the user and close the New User pop-up
  • Note: A confirmation will be displayed to ensure you want cancel the user creation. Click the Leave button to continue with the cancellation.
    
    

Important Notes:

• As soon as you click one of the Save options an email invitation will be sent to the created user unless you are in Testing Mode.

That's it! You have now successfully created a new user in Kuali Ready!