How to Add a New User

Modified on Wed, 8 Oct at 5:38 PM

To add a new User, go to Admin > Users and click on the Add New User icon.

 

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You can create a User as an Active User (this user can login to the platform) or as a Suspended User (this user will be able to login to the platform only when made active).

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The most important step of the process is to assign the user to one or more Group(s). This defines what information they are able to access. 

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You can make a User its own User as Group level permissions by ticking the box User as Group. For more information on Rules & Permissions click here.

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*Note that users can update their User form and/or update their own details at any time in their My Account section.

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