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Add Users ​

Creating users is the primary way to add them to your companies. The process differs depending on whether the invited person is a new user or an existing user.

  • New User:
    Receives a registration link by email. After completing the registration, their account is created and they are automatically added to your company.

Preconditions ​

  • You must be signed in to the platform.
  • You must have permission to create users. You can verify this by opening your profile and checking the assigned permissions.

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Steps to Create a New User ​

  • Select the Company Context:
    Navigate to User Management from the side menu in the context of the company to which you want to add the user.

  • Initiate User Invitation:
    Click the Invite User button located at the top right of the Users or Companies page.

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  • Fill Out the Invitation Form:
    Assign a role that defines the user’s permissions, or create a custom role with the required permission set. For details, see the Permissions & Roles section.

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  • Invited User Status:
    Invited users appear in the user list in a lighter (gray) color. You can resend the invitation using the blue arrow button, view details, or delete the invitation.

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  • Email Confirmation:
    The invitee receives an email containing a confirmation link. They must click the link to continue.

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  • Account Registration:
    The link opens the registration page. The email address is pre-filled and cannot be changed. The user completes the remaining fields and clicks Create Account.

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  • Registration Completed:
    After successful registration, a confirmation message is displayed. The user can access the system via the Dashboard link or by signing in on the main page.

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Invite Existing Users ​

You can also invite users who already have an account to additional companies, provided you have the required permissions.

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Your assigned permissions are visible when editing your user profile and are indicated by check marks.

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Steps to Invite an Existing User ​

  • Navigate to Users:
    Open the Users section in the context of the company to which you want to add the user.

  • Initiate Invitation: Click on the Invite User button located at the top right of the Users page.

  • Fill Out Invitation Form: When inviting a user, you must assign a role that defines their permissions, or create a custom role with the required permission set. For details, see the Permissions & Roles section.

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  • Send and Confirm Invitation: The user will receive an email invitation. They must click the link in the email to proceed with account setup.

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  • Complete Account Setup: The user follows the link to the main page, fills in their login details, and clicks Create Account. The email used is pre-filled and cannot be changed.