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UsersHow to add a user?

How to add a user?

Fill out the form

Go to the Users view, then click the Add user button.

Fill in the required information, such as name, surname, and email address, then select the role you want to assign to the new user.

If you want the user to receive an invitation email to activate their account, leave the Invite to system option checked by default. If not, uncheck this option, and the user will remain inactive in the system. You can send the invitation at any time by going to the user details.

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Accept the invitation in your inbox

Check your inbox for the invitation email and click the Join now link to accept the invitation.

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This should open a new window with the following information:

UsersScreenshot

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Tip

Didn’t receive the invitation in your inbox?

Make sure you’ve entered the correct email address, which hasn’t been previously used to create a user account. Click Invitate again and check your inbox – also, be sure to look in the SPAM folder.

Update your account information

You should receive another email regarding the account information update. Click the link in the email, which will redirect you to the application.

UsersScreenshot

You will be guided step by step to set your new password. At the end of this process, you should see the following information:

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After clicking Back to the application, log in using the email address you used earlier and the newly set password, and you’re all set!