Create New User

As a User Administrator, follow the steps below to create a new user in the portal:

  1. Navigate to "Users"
    From the seidebar menu, select Users
  2. Start User Creation
    Click the New User button to begin the process
  3. Enter required User Information
    Provide all required user details ensuring that all mandatory fields are completed
  4. Set Organization Access
    • Select the appropriate organization access level for the user.
    • This determines which parts of the system the user will be able to access.
  5. Assign Roles
    1. Select the relevant roles for the user
    2. Roles define the actions and permission assigned to the user within the portal.
    3. For a detailed description of available roles, see Roles & Permissions documentation
  6. Review
    Carefully review all entered information to ensure accuracy
  7. Create User
    Click Create User to finalize setup

The new user will now be created and granted access based on the selected organization scope and assigned roles.


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