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How to Create a Client User

Prerequisites​

Steps to Follow​

1. Access the Users Page (People Management Menu)​

To access this page, click People Management > Users in the side menu.

2. Click the Clients Tab​

Within the Users page, click the Clients tab.

3. Click the Actions Button​

Within the Clients tab, click the Actions button.

4. Click the Create User Option​

After clicking the Actions button, click Create User.

5. Fill in the Form​

Fill in the form fields with the necessary information to create the client user.

6. Grant the Required Permissions to Access the Client Area​

Creating the user account does not grant access by itself. Two permissions are required:

  • backend.access ("Access Management Platform") - without this permission, the user cannot sign in to the platform, making the Client Area inaccessible.
  • The relevant clientArea.* permissions - these control which tabs the user can view and use.

The user must be assigned a role that already includes these permissions. Assign roles to the newly created user (Learn How to Assign Roles to a User).