Creating new user accounts can be done in various ways.
- Manually one by one
- Upload multiple accounts via excel: see manual
- Automatically through a connection with another system such as an HR system.
To manually create a new user account follow these steps:
- In the main menu, click on “Users”. Now you see a list of all users in the platform. Click in the main column on the link “Add a new user”*+V3.1* Click on the quick menu in the top right corner.
- In the next screen fill in all the required details and click on save. *+V3.1* Click on the full form button to see the full form with additional profiel fields.
- If you have chosen the option “Generate password and notify user” an email with the password will be send to the user. If you have entered a password, you need to notify the person yourself.