Add a New User
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Add a New User
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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:
- From the Admin Platform sidebar, select Users > Manage users.
- From the user list page that appears, select Add a New User.
- Select Customer user type to add a new customer/member.
- Select whether the user should be Personal or Business (Account Holder/Signer Only). Enter the customer's username, email address, and core user ID.
- 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:
- From the Admin Platform sidebar, select Users > Manage users.
- From the user list page that appears, select Add a New User.
- Select Staff user type to add a staff user, including Admins.
- Enter the user info:
- Select whether the user should be Admin or Non-admin.
- 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. - If your staff users log in via SSO, select Create without MFA phone number.
- For non-admins, you'll also select a Role. For more information on roles, go to Manage Roles.
- 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.
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