Create Users
Create Users

Create Users

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Learn how to invite and manage members of your organization.

This section details the creation of a User with the appropriate account level permissions., through to their verification and first sign on.

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Creating users

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To create a User in your Account, from the Dashboard

Select Users

Click +New

Complete the Fields: Email, Role, Description (optional), Mobile Phone Number

Enter and re-enter a password (check password requirements to see rules for creating a password).

Click Create

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Password Requirements

  • 16 characters long or 10 characters with 3 uppercase, lowercase, and numeric symbol.
  • Cannot be the same as previous 12 passwords.
  • Must be changed every 90 days.

Use account settings to enable Two Factor Authentication for users (recommended)

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User Verification

Once a user has been created using an email address - then they receive a system email allowing them to verify;

They must click on the link to verify - and then log into their Account.

Once the verification link has been clicked once - it cannot be used again - even if the user does not complete the log in action.

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The User profile shows the Account role and the date verified.

Your User is now active in your Account.

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To see how to assign team members to certain Projects, check out the page Assign Project Users