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Clicking this button will open a popup window to guide you through the process. Here you can set a username for the user and also choose whether you'd like to specify a custom password for them or to send a welcome email which will help them create a new password for the first time. If you choose to specify a custom password then Kaizen will not send an email to the user. In this case you will need to communicate their login credentials to them in order for them to know how and where to login.

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All the different login credentials listed for the user can be used to login to their account.

Passwords

Passwords must be at least 8 characters long and contain at least:

1. One uppercase letter

2. One lowercase letter

3. One number

4. One special character from the following list:

   • !

   • ?

   • =

   • #

   • *

   • $

   • @

   • +

   • -

   • .

Managing SSO users

If your organisation is using SSO it is still possible to create new accounts within Kaizen. Depending on the level of integration we have with your CRM will result in one of the two following behaviours in this scenario:

1. If we have integrated with your CRM then creating a new user in Kaizen can automatically create a corresponding new user record within your CRM

2. If there is no integration then the user is always only created within Kaizen. You will need to ensure that the unique SSO ID used by this user to login to your SSO is specified in the SSO ID field. This enables that user to login through your SSO and reach the correct Kaizen account. Please note only users with the organisation admin role have the ability to create an SSO login credential.
   

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