Tutorial: Onboard a New User

Goal: Set up new users correctly in Zudello, ensuring they have the appropriate access and permissions for their role across relevant teams.

Bringing a new team member into Zudello requires more than just creating a login. To ensure they can perform their job effectively and securely, you need to set up their account correctly, assign them to the relevant teams within your organisation, and grant them the appropriate permissions using User Groups.

This guide provides a step-by-step journey through the complete user onboarding process, from initial account creation to verifying their access is configured as intended.

Steps:

1. Create the User Account
2. Assign Team Membership(s)
3. Assign User Groups
4. Verify User Access

Let's start by creating the basic user account.