Add a user

📘

Switching organizations

You can add a user to the organization you are currently logged into . If you need to add a user to another organization, you must switch to that organization and repeat this procedure. Make sure that your access profile for that organization allows you to add a user.

To add a user:

  1. From the main menu, select User management > Users.
  2. On the Users screen, select Create.
  3. On the Create a new user screen, enter the user's name and email address.
  4. Select the preferred default language for the user: English or Portuguese.
  5. In the Roles section, assign roles for the user using the toggles. For more information, refer to Access profiles and roles.
  6. Select Save.