Create new user

Preface

• Who benefits from this article
  • Administrators
  • Leaders with extended user management 
• Before creating a user
  Search for the user in the search field before creating a new user to avoid duplicates.
  
  
• Portals that sync user data from other systems
  If you have a portal where users are automatically created through sync from your HR system, do not create new users without first talking to your organisations support.

How to create a new user

Step 1

When creating a new user, first navigate to the team you want the user to belong to.
The easiest way to do this is using the search field.

Step 2

From the team page, press Members in the sub menu.

Press the Actions button
(If the Actions button is not visible you probably do not have user creation privileges. Please contact your administrator.)

Select Create new user

Step 3

Fill in the First Name, Surname and Email fields.

Under Affiliation, the team should be preselected
(Otherwise use the search field to find the appropriate team, and remove unwanted team affiliations.)

Role is usually set by default, but if you want to change it, you can do so by selecting another one in the dropdown menu.

Enter a suitable Username, it should comply with your organizations standard. 
The username may be an email address, an employment number or another unique identifier. If you are unsure, please contact your support.

Check the "Send login details" box. An email will be sent to the user containing the login information.
(If you do not want this to happen, leave it unchecked.)

Press Save and Close

Well done 🎉

The user has created