Add a New User

Staff users with the permission "Can manually enroll a user" can add a new customer or staff user in the Admin Platform. 

Note: You can only add a new business user if they have an organizational profile on the core.

Add a New Customer User

To add a new customer user:

1. From the Admin Platform sidebar, select Users > Manage users.
2. From the user list page that appears, select Add a New User.
3. Select Customer user type to add a new customer/member. 
4. Select whether the user should be Personal or Business (Account Holder/Signer Only). Enter the customer's username, email address, and core user ID.
   
5. Select Add user. New users receive an email notification with information on activating their account.

Add a New Staff User

To add a new staff user:

1. From the Admin Platform sidebar, select Users > Manage users. 
2. From the user list page that appears, select Add a New User.
3. Select Staff user type to add a staff user, including Admins.
4. Enter the user info:
   1. Select whether the user should be Admin or Non-admin. 
   2. Enter the staff user's first and last name, email address, and two-factor authentication phone number.
      Note: The phone number entered must be able to receive SMS messages because it will be automatically set as the staff user's two-factor authentication device.
   3. If your staff users log in via SSO, select Create without MFA phone number.
   4. For non-admins, you'll also select a Role. For more information on roles, go to Manage Roles.
      
      
5. Select Add user. New users receive an email notification with information on activating their account.

To change a staff user's Admin permissions, go to their user profile sidebar.