How to Add a New User

To add a new user use the following steps:

  1. From the left side navigation menu navigate to the User Management page (Settings > User Management).
  2. Ensure you are on the USERS tab.
  3. In the top right of the screen, click the blue Actions button.
  4. Click Add User from the sub-menu that appears.

  5. In the Add User pop-up window, enter the following:
    • Required: 
      • First Name
      • Last Name
      • Username
      • Role: Click an option from the drop-down list. (Note: If you need to create a new Role, see How to Manage User Roles.)
      • Position
      • Email

Optional:

      • Location
      • Phone
      • Department

  • Click the blue Add User button at the bottom of the page to save and add the user or Cancel to discard your changes.


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