How to Add a New User

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

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 the platform only when made active).

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. 

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

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

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk