Create New User

The Create New User feature allows you to add new users to your organization and send them an invitation to join.

Accessing the Create New User Form

1. Navigate to the Users Management section in the sidebar.
2. Click on the "Users" subsection.
3. Click the "Create New User" button at the top of the page.

Create New User Form

Clicking the "Create New User" button will open a form with the following fields:

1. Role
2. First Name
3. Last Name
4. Email
5. Organizations

Creating a New User

1. Fill out all the required fields in the form.
2. Select the appropriate role for the new user (Admin, Manager, or User).
3. Enter the user's first name, last name, and email address.
4. Choose one or more organizations to assign the invited user to.
5. Click the "Create" button at the bottom of the form.

tip

Choose the role that best fits the user's responsibilities within your organization. You can always change the role later if needed.

Once you click "Create," an invitation will be sent to the email address provided for the new user.

Best Practices

• Double-check the email address before sending the invitation to ensure it reaches the correct person.
• Assign the appropriate role based on the user's responsibilities within the organization.
• Only invite users to organizations they need access to, following the principle of least privilege.