Adding Users

Internal users can be created and managed from the User Management page.

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Accessing User Management

1. Navigate to the left-hand navigation menu.
2. Select Admin
3. Click User Management

You will see a screen similar to the following:

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Creating a New User

To manually create a new internal user:

1. Click the Add User button.
2. Enter a Username / Email Address.
3. Assign appropriate Security Groups.
4. Save the user.

Once saved, the user will be able to sign in using Internal authentication.

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If the User Already Attempted Login

If a user has already attempted to sign in to Cortex, they will automatically appear in the Users list.

However, they will not be able to see records until they are assigned a Cherwell Security Group.

To assign security groups:

1. Click the Edit icon next to the user.
2. Assign the appropriate security groups.
3. Save changes.

The screen will look similar to this:

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Understanding Security Groups

There are two different types of security groups that can be assigned to users:

Cherwell Security Group

• Pulled directly from your Cherwell database.
• Controls access to Cherwell data.
• Determines:
  • Which tables a user can access
  • Record-level conditions
  • Data visibility permissions
• These configurations are read-only within Cortex.

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Cortex Security Group

• Controls permissions specific to Cortex functionality.

• Examples include:

  • Ability to define global saved searches
  • Access to Cortex-specific features

• These security groups are configurable under:

  Admin -> Security Groups

By default, most non-admin users can be assigned to the Default User Cortex security group.

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Important Notes

• Users must have a Cherwell Security Group assigned before they can access data.
• Cortex Security Groups control Cortex behavior only - not Cherwell data access.
• Cherwell permissions always originate from the Cherwell system itself.