Setting up a user is an important part of onboarding a new staff member.
Setting up a user
All you need to do for this is:
- Head to the People tab, click Users.
- This will display all current users.
- Click Create user.
- Fill in form. Email address must be unique. Ensure you tick "Is staff" if the customer is a staff member.
- Ensure license is selected correctly. Options are:
- Create user and continue.
- Assign the user to a security group. See the screenshot below for descriptions of security groups and their use case.
Note: For customer and contractor users, you do not need to assign them to a security group as it is covered in the license itself.
- Save account.
If you need to reset a password for a user, see this article below.
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