Create New User
As a User Administrator, follow the steps below to create a new user in the portal:
- Navigate to "Users"
From the seidebar menu, select Users - Start User Creation
Click the New User button to begin the process - Enter required User Information
Provide all required user details ensuring that all mandatory fields are completed - 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.
- Assign Roles
- Select the relevant roles for the user
- Roles define the actions and permission assigned to the user within the portal.
- For a detailed description of available roles, see Roles & Permissions documentation
- Review
Carefully review all entered information to ensure accuracy - 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.
Updated about 1 month ago
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