This article outlines the two available methods for creating or adding a new user in the system.

 

Method 1: Import Users

If users are added via import, ensure that all required fields are filled out according to the import specifications or requirements.
Missing or incorrect field details may result in import errors or incomplete user profiles.

 

Method 2: Add Users Manually

Users can also be created manually in two ways:

Option A: Create a New User Manually

1. Navigate to:
Admin Wheel → Users → Users

2.Click the “+” (Add) icon.

3. A new window will open where you can enter all required user details (e.g., whether it's SSO login or username password login/which groups the user should be a part of/Manager/Email/Phone number, etc)

4. Once all information is entered, click “Edit User” to save the new user profile.

The new user will now be successfully created.

 

Option B: Copy an Existing User Profile

If you want to create a new user based on an existing user’s profile (e.g., same group memberships, permissions, or access levels), follow these steps:

1. Navigate to:
Admin Wheel → Users → Users

2. Select the existing user whose profile you want to copy.

3. From the “More Actions” dropdown menu, select “Copy User.”

4. A new user profile will be created with the name format “Copy of [Existing User Name]” and will appear under the “Manage Users” (screen screenshot attached)

 5. To edit this copied user profile, select it and click the pencil (Edit) icon.

 6. Modify or update the user details as required and save.