How to Create a User

This guide explains how to create a user in the platform. Users are individuals granted access to the platform, and each user must be associated with a contact and account. User permissions are controlled through user group assignments.

Before You Start

• You must have administrator rights or user creation permissions to create users.
• A contact and account must exist before creating a user. You can create these on the fly during the user creation process if needed.
• Each user requires a unique email address. A contact can have multiple users associated with it, but each user must have a distinct email.
• User permissions are assigned through user groups. Permissions within user groups are configured using roles.
• Consider which user groups the new user should belong to before starting.

Steps to Create a User

1. Navigate to Admin Settings >User Settings >Users tab.
2. Click the [+ New] button.
3. Select the User Contact from the dropdown. If the contact doesn't exist, you can create it during this step.
4. The Username will be automatically extracted from the contact's email address. You can modify this if needed.
5. Enter a Password for the user.
6. Optionally, set the following fields:
   • Valid From: The date when the user's access begins
   • Valid To: The date when the user's access expires
   • Notes: Any relevant information about this user or their access requirements
7. Assign User Groups to the user. You can select multiple user groups, or skip this step and assign groups later.
8. If this user should have administrator rights, check the Admin Rights checkbox.
9. Click Save to create the user.

Tips

• User groups control permissions through roles. Assigning users to the appropriate user groups ensures they have the correct access levels for their responsibilities.
• Use the Valid To field for temporary access, such as contractors or external partners with time-limited needs.
• The Notes field is helpful for documenting why a user has specific access or any special requirements.
• User groups can be added or modified after user creation if access needs change.
• Administrator rights grant full access to all platform features. Use this setting carefully and only assign it to trusted users.
• If you're unsure which user groups to assign, consult with your administrator or review the roles configured within each user group.

Related Pages

• User Permissions Overview
• Contact Records
• Account Records