You can create and edit users if you have the Admin or User manager role. For more information, refer to Access profiles and roles.

Add a user

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You can only add a user to the organization you are currently logged into . If you need to add a user to a different 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 language for the user.
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.

Edit a user

To edit a user:

1. From the main menu, select User management > Users.

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, do any of the following:

   1. Edit the user's name and email address.
   2. (Optional) If this user hasn’t yet verified their email and set a password, select Resend emails.
   3. Change the preferred default language for the user.
   4. In the Roles section, assign roles for the user using the toggles.

5. Select Save.