Add Users

Create New Users

• Overview: Creating users is the primary method to add them to your companies. When a user is invited, the process differs based on whether they are an existing user or a new one:

• New User: Will receive a registration link via email, which, upon completion of registration, will not only create their account but also add them to your company.

• Preconditions:

  • You must be logged into the platform.
  • You must have permissions to create users, which can be verified by editing your profile and checking for the appropriate permissions.

Steps to Create a New User:

• Select the Appropriate Context:

  • Navigate to Users from the Side Menu in the context of the company where you want to add the user.

  • Alternatively, select "Companies" from the Side Menu, choose your desired company, then proceed to invite a user.

• Initiate User Invitation:

  • Click the Invite User button located on the right top of the Users or Companies page.

• Fill Out the Invitation Form:
  • Enter the prospective user's email and define specific permissions for their role.

• User Email Confirmation:
  • The invitee will receive an email with a link to confirm the invitation. They must click this link to proceed.

• Account Registration:
  • The link directs the invitee to the main page to complete their account setup. The email field is pre-filled from the link and cannot be changed. They must fill up the remaining login data and click the Create Account button.

• Confirmation of Registration:
  • After account creation, a confirmation message is displayed. The new user can now access their account either by clicking the Dashboard link or by logging in on the main page.

Invite Existing Users

• You can invite existing or new users who just created their account to any company you have permission to. You can do it similarly, like when creating a new user.

• You can check your permissions if you edit your user. Your assigned permissions are shown as check marks.

To invite existing users to your company:

• Navigate to Users: Select Users from the Menu in the context of the company where 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: Enter the user's email address and assign specific permissions for the user.

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

• 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.