This article explains how to create a new user account in the system, either by importing an existing user or by sending an invitation link. It covers the required steps for both methods, including setting permissions and assigning the user to an admin group.
Requires membership of the admin group Administrators, see Admin groups.
Create user
- Click on Menu.
- Click on User.
- Click on Create user (alternatively on List user / Create user).
Users section showing available actions; note the three numbered callouts highlighting key navigation elements.
- Try to import the user by filling in one of the required fields (shown in red), for example Email.
- Click on Search.
- Click on Import if the user was found — otherwise, fill in the form manually.
- Uncheck Send login info to user if you'd prefer to send this later. See Change password for more details.
- Click on Save.
Create User dialog showing search result with Import, Search, and Save actions highlighted.
- Select an admin group. See Admin groups for more details.
- Click on Close.
Permission Groups dialog showing member and non-member group checkboxes for a user.
Invite
- Click on Menu.
- Click on User.
- Click on Create user (alternatively on List user / Create user-arrow).
Users section showing main navigation tiles; note three highlighted callout points.
- Fill in the form.
You can also copy the link and send it via your own email client. - Click on Send.
E-post page: note the subject, hidden recipients field, and Send button.
- Once the user has registered using the link, they'll need to be added to an admin group. See Admin groups for more details.