Create a user account
Before you start
Know which modules the person needs and at what level. Roles are per module, and they decide both access and the licence the account will consume.
Steps
- Go to Admin → Users and click New User.
- Enter the name and email address. The email is the sign-in identity.
- Assign a role in each module the person needs. Leave a module unset if they should not reach it — no role means no access.
- Save. Licence and Active Modules are filled in for you from the roles; they are not fields you set.
- Set login restrictions if the account needs them.
If you are setting up several people
Import Users loads accounts in bulk rather than keying them one at a time.
When someone changes job
Change their roles. Access follows immediately.
Be aware that the licence may not follow downward: licence tiers rise as soon as a role requires it, but only fall under specific conditions. Check the User License Report rather than assuming the tier dropped — see Users, roles and licences.
When someone leaves
Archive the account rather than deleting it. Their history stays attached and the account can be restored from View Archived Users if they return.