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Add a New User

Follow these steps to create a new user account and assign a role:
  1. Navigate to User Management
    >
    Users
    .
  2. Click
    Add user
    . The Add user dialog opens.
  3. Fill in the required information:
    • First name:
       User's first name.
    • Last name:
       User's last name.
    • Username:
       Login username (must be unique).
    • Email address:
       User's email (must be unique).
    • Phone number:
       User's contact phone.
  4. Click the
    Select a role
     drop-down menu.
  5. Choose the appropriate role for the user.
  6. (Optional) Click
    View role permissions
     to review what the role can do.
  7. (Optional) Enter a
    Job title
     for the user.
  8. Click
    Add user
    . A confirmation message opens.

    ADDITIONAL INFORMATION

    After you add a user:
    • A verification email is automatically sent to the user's email address.
    • The user must click the verification link within 24 hours.
    • If they do not verify within 24 hours, you must resend the invitation or create a new user.
    • The user will set their own password during the verification process.
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