How to Create a User

Getting There

To create a new user, navigate to Admin > Workspace Setup > Users using the left-hand menu. Then click the + Add User button in the top-right corner of the screen.

Completing the Form

The New User form has two sections:

Account Information

• Login – Enter the username the new user will use to log into the system
• User Role – Select the appropriate role for the user from the dropdown menu

Personal Information

• First Name – Enter the user's first name
• Last Name – Enter the user's last name
• Email – Enter the user's email address

Once the form is complete, click Submit to create the user. After submission, the user will automatically receive an email with instructions to set up their password. Click Cancel to discard and return to the Users list without saving.