Configure new member defaults

Default administrators and those with the appropriate privileges can specify the user type, member role, add-on licenses, and group membership to assign to new members by default. Members who create their own built-in accounts and members added by an administrator or through automatic account creation are automatically assigned the new member defaults.

Note:

The ability for members to create their own built-in accounts is not supported in ArcGIS Enterprise on Kubernetes.

1. Verify that you are signed in as a default administrator or a member of a custom role with the security and infrastructure privilege enabled.
2. At the top of the site, click Organization and click the Settings tab.
3. Click New member defaults.

   You only see this tab if you have privileges to manage the organization's security settings.

4. Configure or modify the new member defaults. You can configure defaults for any of the following:

   Note:

   The new member defaults you see depend on your assigned privileges to manage organization settings.

   • For User Type and Role, click the edit button for either setting, select a user type, and select a role. Click Save.
   • For Add-on licenses, click Manage add-on licenses and select the add-on licenses to automatically assign to new members. Click Save.

     Note:

     You can only select up to 10 default add-on licenses that are compatible with the default user type and role selected. For example, if you selected the Editor user type as a new member default, you cannot select ArcGIS Drone2Map as a default add-on license, as it is only compatible with the Creator and GIS Professional user types.

   • For Groups, click Manage groups and use the search box or sort options to help you find groups. Select one or more groups to assign to new members, and click Save.

     Note:

     You can only select default groups that are compatible with the default user type and role selected. For example, if you selected the Data Editor role as a new member default, you cannot select a shared update group as a default group, as membership in those groups is limited to members with privileges to create, update, and delete content.

   • For Member categories, click Manage member categories and select up to 20 member categories to automatically assign to new members.

     Note:

     This setting is only available if member categories have been configured for the organization.

   • For Username format, customize the default username format that appears after you enter a new member's information when adding them to the organization. For example, you can specify a username format such as {Last name initial}_{First name}, in which the text inside the curly braces represents variables. To specify a username format for your organization, click the Edit button and type text and select variables as needed. Click Save when finished.

     Tip:

     To use text or characters such as underscores along with the default variables provided, type the text or characters and press Enter.

You can modify any of these settings for specific members as needed on the Members tab after they join the organization.