How do I create a new user?
Steps to create a new user
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Navigate to the Users tab
From the main dashboard, navigate to "Accounts" in the left menu and select "Users". -
Start creating a new user
Click "+ New user" in the top right of the dashboard. A pop-up window opens with required fields. -
Enter user information
Fill in the fields shown in the pop-up window. Required fields include:-
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Username
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Type, such as User or Administrator
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First name and Last name
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Email
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Country
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Language
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- Create the user
Click "Create" to add the new user to your portal.
Caution: Make sure the username is unique to avoid login issues.
Next steps after creating a user
Once the user has been created, you can:
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Add them to Groups
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Assign Locations
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Set their Permissions for features and content
⚠️ Important: Permissions determine what users can access. Always review them immediately after creating a new account.
Tips for successful user setup
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Match the user’s language preference to their region
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Add Groups first before setting Permissions
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Review the user’s Locations to ensure correct content targeting