Users - Adding a new User

Who this guide is for: System administrators – Requires 'System Admin' role and access to Users

Overview:
This guide explains how to create new user accounts in the system—either from scratch or by copying an existing user. Each user account determines how an employee interacts with the system and is linked to roles, entitlements, and approval settings.

How User Accounts Work:
Every employee using the platform is assigned a user account. These accounts inherit settings from Global or Template levels, but can also be tailored at the User level. You can either create a user manually or copy an existing one for consistency and speed.

How to Add a New User Account:

To create a new user manually:

1. Go to Admin tools > Users.
2. Click the +Add new button in the top right.
3. Check the Licensing information to confirm that a licence is available.
   • If more licences are needed, refer to our Ordering Licences guide.
4. Fill in the required sections:
   • Personal Details
   • System Information
   • Groups
5. Click Next.
6. Complete the Entitlement and Authorisers sections.
7. Click Save User at the top of the page.

To copy an existing user:

1. Go to Admin tools > Users.
2. Use the filters to find the user you wish to copy.
3. Click the Copy button on the far right of the user row.
4. Review the Licensing information to ensure there’s an available licence.
5. Enter the following fields for the new user:
   • First Name, Middle Name(s) (if applicable), Last Name
   • Email, Login
6. Click Create to finish.

Additional Information:

• User: An employee profile with assigned login, entitlement, approvers, and group access.
• Requires 'System Admin' role and access to the Users section.
• If copying a user, settings like entitlements and groups will be cloned but personal information must be updated.
• Tip: Always review approvers and entitlement pots after copying a user to ensure accuracy.
• Use the search function within the platform to quickly find features or settings.