Create users in Cortex XSOAR

In Cortex XSOAR 8.10 On-prem, create users with username and password access.

To add users locally (not SSO), you can either send an invitation to users by adding their details manually or by uploading a CSV file with multiple users.

Prerequisite

Before inviting users to Cortex XSOAR:

• Add an email integration instance, such as EWS v2, EWS O365, or Gmail.

  When you invite users to Cortex XSOAR, an email is sent to their email address, using the integration instance. After inviting users you can also copy the invitation link and send it to the users.
• Review the predefined roles and consider whether you want to create roles and user groups before or after inviting users to Cortex XSOAR.

  When you send invitations to users you can invite them without a role assigned. Although they can log into Cortex XSOAR, they cannot view/edit any data. This is useful if you want to add multiple users at one time and then define roles at a later stage, rather than users having access immediately after accepting an invitation .
• If you want to add multiple users with different roles, you should split them up according to their roles before inviting them. You can add them manually or in a CSV format according to their role. Alternatively, leave blank for no role.

After you invite a user, an invitation is valid for seven days from the time it was sent. If not accepted, the invitation expires unless the invite expiration is reset. Once users accept the invite they have access and permissions within Cortex XSOAR according to their assigned roles. You have the option to copy the invite link, resend, or cancel the invitation. The invite link cannot be used after the invite has expired.

Users can be created on a main or child tenant.

How to create users

1. Select Settings & Info → Settings → Access Management → Users → Add User.
2. In the Send Invitation section, select one of the following:

   • Manually enter users

     1. Add the email address and first and last names.
     2. Add the user.
     3. Repeat the above steps for any other users you want to add, if they have the same role, user group, or no role.
     4. (Optional) Select the Role and User Group, if relevant.

        You cannot select different roles and user groups for multiple users.

        Note

        Users created on a child tenant can’t be assigned to a user group or role that was set up in the main tenant.
     5. Invite the users.
   • Upload a file

     1. (Optional) Download the example file.
     2. Add the users' details to the file and upload it.

        Note

        • The file must be in a CSV format.
        • At least one row must exist including email address, first and last names.
        • You cannot select different roles and user groups for each user. If you want different roles and user groups for each set of users upload separate files.
     3. (Optional) Select the role and User Group.
     4. Invite the users.
     5. If you want to invite additional users, repeat these steps.

   If you have set up a mail integration, users will receive a link to access Cortex XSOAR. When accessing the link, users need to complete the password and will be able to log in.
3. Unless already done so, add roles and user groups to users.