Skip to content

Create user

New user accounts are created by an administrator or a person with the role Create users under Users → Create user; there is no self-registration. Only the email address and the name are needed. Pantarey generates a temporary password and sends the person an invitation email; at the first sign-in they set their own password. Roles and groups are assigned after creation.

The form

Field Rule
Email Required, valid email address. It is also the sign-in name and is stored in lower case.
First name Required, at least 3 characters.
Last name Required, at least 3 characters.

Create new user creates the account. The form does not ask for anything else such as roles, groups, language or password.

Messages:

  • "Invalid input.": a field is empty, too short or not an email address.
  • "A user with this email address already exists.": the address is already taken in the account, even if that account is locked.
  • "User created successfully.": the form is cleared, and the user list under Manage users contains the new entry.

What happens after creation

  • Invitation email: The person receives an email from willkommen@pantarey.io based on the account's email template, with the sign-in address, their email address and the temporary password. The temporary password is valid for 31 days; the user card under Manage users calculates with 30 days and therefore shows the expiry date one day earlier. If sending fails, the account is created anyway; Reset password sends a new email.
  • First sign-in: After entering the temporary password, Pantarey requires a new password of the person's own with at least 8 characters. Until then the user card shows the status FORCE_CHANGE_PASSWORD and the chip Waiting for password change. Details under Sign-in and password.
  • Default roles: Every new account receives Overview & worklist (the Overview with tasks and process starts) and Show What's New. Everything else, such as the Database or the Process Designer, is assigned separately.
  • Presets: language German, light display mode. The person changes both in the Profile.
  • Groups: none. Memberships are set under Groups.
  • User limit: Every account counts towards the user quota of the plan under Account → Plan & Usage. The limit does not block creation; when it is exceeded, the account owner receives an email.

Next steps after creation

  1. Assign roles under Manage users → Permissions so that the person sees the areas they need. → Manage users
  2. Assign groups under Groups so that tasks, dashboards and record permissions apply. → Groups
  3. Check the status: As soon as the person has set their password, the user card shows CONFIRMED.

Example

At Musterfirma GmbH, Lena Berger starts in support. The IT lead enters lena.berger@musterfirma.de, Lena and Berger under Create user and clicks Create new user. Lena receives the invitation with the company logo from the email template, signs in and sets her password. The IT lead then gives her the role View data lake under Permissions and adds her to Mitarbeiter under Groups; from then on she sees the support tickets and receives the group's tasks.

Frequently asked questions

The invitation did not arrive.

Check the spam folder first; the sender is willkommen@pantarey.io. Then select the account under Manage users and click Reset password: this generates a new temporary password and immediately sends a new email. If that does not arrive either, check the address in the account and the email template (Send test email).

Can the invitation be sent again?

Not as a separate function. Reset password under Manage users has the same effect: new temporary password, new email, password change at the next sign-in. That email has a fixed text, not the one from the invitation template.

A user's email address needs to change.

Not possible in the app; the address is the sign-in name. The way is a new account with the new address, roles and groups assigned again, open tasks completed, and the old account deleted afterwards.

The first or last name is misspelled.

Name and email cannot be edited after creation. For a typo, delete the account and create it again while the person has not yet worked with it.

Can the password be chosen in advance?

No. Pantarey generates the temporary password, and the person chooses their own at the first sign-in. Administrators do not know users' passwords.

Next step

Manage users: read the status, reset the password, lock, delete and assign roles.