Overview
Use the Add New User function on the User Management page to create a new account and assign the appropriate roles.
How to Add a New User
Navigate to Admin (gear icon) > User Management from the left sidebar.
At the top-right of the User Management page, click Add new user.
The User Details form opens.
Figure 1. User Creation Form
- Enter User Details
- Complete the required fields as listed in the table below:
| Field | Description | Instructions |
|---|---|---|
| First Name | User’s given name | Enter the first name. Required. |
| Last Name | User’s family name | Enter the last name. Required. |
| Email Address | Unique email for login/notification | Enter a valid, unused email address. Required. |
| Roles | System and business/application roles | Click Select... to open the dropdown. Required. |
| Team Roles | (Optional) Team-based access control | Assign as needed for fine-grained permissions. Optional. |
Tip: Assign multiple roles by selecting them one by one from the dropdown.
Figure 2. Enter User Details
Figure 3. Duplicate Email Error Message in User Creation
Note: The email address must be unique for all users. The system does not allow the same email to be registered for more than one user, even if the first or last name is different.
- Assign Roles
- Under Roles, click Select… to display the full list of available roles.
- Select the appropriate roles based on the user's job function.
- To assign multiple roles, keep selecting until all required roles are listed.
Figure 4. User Roles
- Create the User
After all required fields are completed and roles are assigned, click Create user.
The new user appears immediately in the User Management list.
To discard changes instead, click Cancel to close the form without saving.
Note: Only users with Administrator (SuperAdmin) privileges can add new users.
If you enter an email that already exists, the system shows a duplicate email error and will not create the user until a unique email is provided.