Create User

This section describes steps to create new user.

Creating a New User

• Select the User option from the New Context menu.

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• The New User form opens.

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

  • Email: Provide an email address to be registered 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 Group(s).

Assign groups to the user

• 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 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 Admin module The list of mandatory Custom Fields for a user helps to Restrict the Data Access for that user.

Provide Custom Fields

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

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• Click the Create option.​

• A confirmation message appears.

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

Please Note:

• All the user-specific details other than email ID can be updated/edited by the Update User option.

• If the new user gets added to a Group with all the permission access, the new user will get the Admin Role.

• A single user can be a part of multiple groups, and the user can get collective permissions from all the groups to access different platform modules.