Create User

This section outlines the steps for creating a new user.

Creating a New User

• Select the User option from the New Context menu.

  
• The New User form opens.

• Fill in the following information to create a new User:

  • Email: Provide an email address to register for the user.

  • Short Name: Short name of the user.

  • Full Name: Full name of the user.

  • Description: Describe the user (optional).

  • Password: Set password for the new user.

  • Confirm Password: Confirm the above password.

    

    Required information to create a new user

Assign to Groups

• Click the Assign option to add the new User to the Group(s).

  
• The Add Users to Group window opens, listing all the groups.

• Either choose the Select all option or select the specific group(s) using the checkmarks.

  
• The selected group(s) will be assigned, and the number of the selected groups will be mentioned.

  
• Pre-configured custom fields are displayed under the Custom Fields heading in this form.

Please note: You can configure the Custom Fields part using the Custom Fields Settings option from the Admin module. The list of mandatory Custom Fields provided for a user helps in restricting data access for that user.

Provide Custom Fields

• You can provide the required details using the custom fields if marked as mandatory (A user gets group-specific custom fields).

  
• Click the Create option.​

  
• A confirmation message appears.

• The newly created user gets added to the user list.

  

Please Note:

• All user details, except the email ID, can be updated using the Update User option.

• If a new user is added to a group with all permission access, they are assigned the Admin Role.

• A user can be part of multiple groups and will receive combined permissions from all groups to access various platform modules.