How do I add a user?

You will have created an account a colleague can sign in with.

Before you start

You need permission to manage users. Decide the person's role and department first; you can only give a role whose permissions you hold yourself.

Steps

1. Open User Management and stay on the Users tab.
2. Press Add.
3. Fill in first name, last name, email, department and role. Phone is optional.
4. Enter a password and confirm it. The generator button makes a strong one, and the meter shows its strength.
5. Press Create, which stays disabled until everything is valid.

What you will see

The person appears in the list as active and can sign in straight away.

If something goes wrong

• No email is sent. The password you set is the one they use; tell them yourself, and ask them to change it from My Profile.
• A password needs at least 8 characters with an uppercase letter, a lowercase letter, a digit and a symbol.
• An email that already has an account is refused.
• On Farsi installs a phone number must look like 09XXXXXXXXX.
• The new user's language is the install's language, not yours.
• If the role you need is not in the list, it carries permissions you do not hold. Ask a superadmin, or create a narrower role.