If you have the Admin or User manager role, you can create and edit users in Control Center. You can only manage users in the organization that you're currently signed on to. To create or edit a user in a different organization, switch to that organization and ensure that you have the correct role.

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These steps apply only to users not using single sign-on (SSO).

SSO allows users to access Control Center using your organization’s Identity Provider, so users only need one set of credentials. It’s an optional feature available to customers who purchase it. To enable SSO, contact your Pismo representative. For details, refer to Get started with SSO for Control Center.

Create a user

To create a user:

1. From the main menu, select Users & permissions > User profiles.
2. On the Users screen, select Create.
3. On the Create a new user screen, enter the user's name and email.
4. Select the preferred language for the user.
5. In the Permissions section, assign roles for the user using the toggles and then Save your changes. For more information, refer to User permissions and roles.

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User confirmation by email required

When you create a user account, Pismo sends two sign-on instruction emails to the user.

• One email contains a welcome message with a link to sign on, their username, and a temporary password.
• The other email contains a verification code.

If your user doesn't get these emails, you can resend them.

Edit a user

To edit a user:

1. From the main menu, select Users & permissions > User profiles.

2. On the Users screen, use search to find the user.

3. In the search results, select the Edit icon beside the user you want to edit.

4. On the Users screen, edit the user's name and email address.

5. (Optional) If the user hasn’t yet verified their email and their own a password, select Resend emails to resend the sign-on emails.

6. In the Permissions section, assign roles for the user using the toggles and then Save your changes.

Resend sign-on instruction emails

If a user doesn't get the sign-on instruction emails, either the first time they sign on or when they change their password, you can use the following process to resend the emails:

1. From the main menu, select Users & permissions > User profiles.

2. On the Users screen, use search to find the user.

3. In the search results, select the Edit icon beside the user you want to edit.

4. On the Edit user screen, select Resend emails to send both emails again.
   
   If the Resend emails button is not available, it's because the user has already verified their email and created their own password.

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To ensure that your company isn't blocking emails from Pismo, check that Pismo is on the email safe sender list.