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Create User

This section outlines the steps for creating a new user.

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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

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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.

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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.

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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.

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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.