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How do I create a new user?

Steps to create a new user

  1. Navigate to the Users tab
    From the main dashboard, navigate to "Accounts" in the left menu and select "Users".

  2. Start creating a new user
    Click "+ New user" in the top right of the dashboard. A pop-up window opens with required fields.

  3. Enter user information
    Fill in the fields shown in the pop-up window. Required fields include:

      • Username

      • Type, such as User or Administrator

      • First name and Last name

      • Email

      • Country

      • Language

  1. 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:

  • Add them to Groups

  • Assign Locations

  • 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

  • Match the user’s language preference to their region

  • Add Groups first before setting Permissions

  • Review the user’s Locations to ensure correct content targeting