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How to Create a User

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 Internals Tab​

Within the Users page, click the Internals tab.

3. Click the Actions Button​

Within the Internals 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 user.

6. Grant the Required Permissions to Access the Platform​

Creating the user account does not grant access by itself. The user needs the backend.access permission ("Access Management Platform") to sign in, plus the permissions for what they should be able to do.

The user must be assigned a role that already includes these permissions. Standard internal roles (such as Admin, Manager, or Sales Representative) already include the backend.access permission. Assign roles to the newly created user (Learn How to Assign Roles to a User).