How to add a New User

Add an account, activate it, and invite the user

How to add a New User

Enables Admins to maintain strict control over the onboarding of new members through a centralized process of profile creation, security permission assignment, and user authentication. Follow the detailed guide below:

🔹 Step 1: Accessing to User Profile

• Admins can find other users under the Client Profile in the ‘Users’ tab.

🔹 Step 2: Adding a User

• Create a New Account: Navigate to the Users tab of the Client Profile and click the plus icon next to the search bar.

• Fill Details information: Click the user to fill out additional details such as email, phone, and avatar.

• Assign Group (Should): Once the name and email fields are populated, assign the user to the relevant User Group.

• Activation: By default, new users are not Active (unable to login).

  • You must either add them to a Group with the "User is Active" right switched on (That means if you add a new user to an active group, the Active privilege will be inherited).

  • Or Edit their individual profile to ensure this right is CHEKCK box "Active".

🔹 Step 3: Inviting a User

Once the user is created and the "Active" right is enabled, you can send an invitation:

• Email Invitation: Under the User Profile, click More and select Invite User via Email to send automatic instructions.

• Or Invite URL: Alternatively, click Generate Invite URL to create a unique link that can be manually copied and sent.

👉 The user will be asked to set a password upon receiving the invitation. You may re-invite a user as many times as needed.

If you have any questions, don't hesitate to ask, we're always here to help!