Adding A New User

Topic:

Adding A New User

Learn how to set up new users, the different user types and what they are able to view on the system.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

  1. Log in to your system with a user who has Admin permissions
  2. In the top menu bar on the right-hand side there is a menu option called ‘Admin’
  3. You can either:
    Hover over ‘Admin’ which will show you a dropdown menu
    From this dropdown click “Users”
    Or
    Click ‘Admin’
    A menu will appear on the left hand side; you can click ‘Users’ from here
  4. Click the ‘+ Add User’ button. This will take you to an empty form called ‘User Details’
  5. The required fields on this form are
    • First Name
    • Last Name
    • Email
    • Password
    • Job Title
    • User Type (chosen from a dropdown)
    • Teams (chosen from a dropdown)

    If you are unsure which User Type or Team to select, read our guide Team and User Setup > User Types