User permissions required: ‘Modify users’


To create a new user:

  • Navigate to the Organisations page using the Global Action Menu
  • Select the correct organisation you want to add the new user to from the drop-down menu
  • Click the  icon to open the add user modal
  • If you belong to multiple organisations with different members in them, you will be presented with the ‘Add user’ modal. Click the ‘Create new user’ button and you’ll be directed to the ‘Create new user’ modal
  • If you belong to only one organisation or several that all have the same members in them, you will be directed straight to the ‘Create new user’ modal

 

 

Add user modal

 

  • Fill in their username, company email, and confirm that they should receive a welcome email, and then select
  • The user will then receive a welcome email that allows them to finish setting up their new account


 

Create new user modal



Next: Adding a user to an organisation