How do I add new users?

Note
Only Admins and custom user roles with User Management access are able to add new users.

Click your username in the top right corner, and select User Management from the drop-down menu.
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Within the User List tab, click Add User.
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Enter the user’s information and assign applicable role(s).

Note
You are able to edit the user’s email and name later, but you will not be able to edit their username.

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Note
Read this article for more information on user roles.

[Optional] If you are creating a user before you want that individual to be able to login, deselect Active. You will be able to switch the user to active later by editing the user within the User List tab of User Management.

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If you want to set the user’s password yourself, deselect Send Set Password Email.

Note
All user types are able to change their passwords, so even if you set a user’s password yourself, they will be able to change their own password once they login.

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Note
If single sign on is enabled for your instance, an SSO Only option will appear in place of the password. If this is deselected, the Send Set Password Email option will reappear and be checked.

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You can edit existing users by selecting them from the User List. The right window will pop open and allow you to change their user settings.

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Updated on September 22, 2022

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