Create a new user
In this guide, you'll learn how to create a new user for your organization. Among other things, this lets you:
Assign them a role
Control their access permissions
There is no limit to the amount of users your organization can have.
Before you begin
Only Admins can view, create, and edit users. So, to complete the steps in this guide, you must first be an Admin for your organization.
Learn more about the Admin role in User roles and permissions.
Create a new user
In the Main Menu, click Admin -> User Management:
Then, click Add User:
This opens the Create User modal where you'll input your user's information and select their role. There are two important things to consider here:
When you create a new user, a random password is automatically generated. Only Admins can change a user's password.
You'll assign your user to one of four roles: Admin, Manager, Member, and External. Learn more about these roles in User roles and permissions.
When you've added all the user's information and selected a role, click Create:
This creates the user with the information you entered in the previous step.
Now, you need to provide the generated password to your team member so they can access the account.
Conclusion
That's it! You created a new user for your organization. You can now see the user's profile on the User Management page.
If you need to, you can manage the user there. For example, you can:
If you need help with some part of the process, check out our troubleshooting suggestions.
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