How to Create a New User

Jul 11, 2024 | FAQ, Training, Version 3.5

How to Create a New User in the Drip7 Platform

This guide details the process for creating a new user in the Drip7 cybersecurity training platform.

 

 

Step 1: Log in to the Admin Dashboard

  • Access the Drip7 platform via desktop computer using your admin credentials.
  • Navigate to the admin dashboard, which serves as the central hub for user and content management.

 

Step 2: Navigate to User Management

  • From the dashboard, locate the user management section, labeled “Users.” This section allows you to add, edit, or remove users.

 

Step 3: Choose User Creation Method

  • Select the method for adding a new user, based on your organization’s needs:
    • Manual Creation: Add a single user by entering their details directly in the platform.
    • Bulk Upload: Import multiple users via a spreadsheet or CSV file, ideal for larger organizations.
    • SCIM Provisioning: Use System for Cross-domain Identity Management (SCIM) to sync users from an identity provider like Active Directory or Entra ID, recommended for enterprises.
  • For this guide, we focus on manual creation, but bulk upload and SCIM options are noted for scalability.

 

Step 4: Manually Create a New User

  • Click the “Create New User” button in the User management section.
  • Enter the required user details, which typically include:
    • Full Name: The user’s first and last name (e.g., “Jane Doe”).
    • Email Address: A unique email for login and training notifications (e.g., “jane.doe@company.com”).
    • Nickname: Public leaderboard name.
    • Group/Department: Assign the user to a group or department for targeted training (e.g., “IT Team” or “Sales”), if applicable. Groups can be pre-configured via SCIM.
    • Notifications: Daily, weekly, or no notifications options offered depending on use.
  • Note: Once logged in, users may edit these details in their Profile Settings.

Step 5: Save and Invite the User

  • Save the user’s profile to add them to the platform. Drip7 automatically generates an invitation email or notification with login instructions, depending on your settings.
  • If using SCIM, the user is synced automatically without manual invitation.

 

Step 6: Verify User Setup

  • Check the user management section to confirm the new user appears in the list with the correct group and role assignments.