Add a User

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Overview

Create a new system user with required account details and permission levels.

:::tip At a Glance
Who is this for?

Admins who onboard internal users and assign module access.

When do I use this?

Use this when a new team member needs access to the platform.

What will happen?

The user account is created and saved with the selected access settings.
:::

Prerequisites

::: warning Permissions
Requires access to Admin > User Management.
:::

Steps

Step 1: Open the Add User form

From User Management, click Add User.

Step 2: Enter basic details

Fill in user profile fields.

  • First Name (required)
  • Last Name (optional)
  • Username email (required)
  • Mobile Number (required)
  • Password (required)

Step 3: Configure permissions

Set permission level per module.

Use the detailed permission workflow in: Configure user permissions

Step 4: Create the user

Click Create User to save.

Expected Behavior

  • Required field validation blocks submission until mandatory fields are complete.
  • Username must be a valid email.
  • Password must meet the minimum length requirement.
  • On success, a confirmation message is shown.

Flow

Image

If Something Goes Wrong

  • Create button does not submit
    Check required fields and validation messages.
  • Username is rejected
    Confirm the username is a valid email format.

Related

  • Browse users
  • Edit a user
  • Configure user permissions