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Version: Current

Step 1: Create the User Account

Begin by creating the fundamental user record in the organisation settings.

Steps:

  1. Navigate to User Management:
    • Click the company menu (top right).
    • Click your organisation name.
    • Click Users in the left sidebar.
  2. Initiate Creation: Click the Create button.
  3. Enter Basic Details:
    • Fill in the user's First name, Last name, and Email address.
    • Set an initial Password. The user will be prompted to change this on first login if email verification is enabled.
  4. Configure Initial Settings:
    • Verify email: Leave this toggle ON (recommended) to require the user to verify their email address and set a new password upon first login.
    • Organisation Admin: Only turn this toggle ON if the user requires full administrative access across the entire organisation. Use with caution.
  5. Confirm Creation: Click Create.

What Happens Next?

The basic user account is created. The next crucial step is to define which teams the user belongs to and what permissions they have within those teams.

Next Step: Assign Team Membership(s)

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