Add a New User

Staff users must have the following permissions to add users:

• Can add user - To add a new customer/member

• Can add staff user - To add a new staff member

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

Add a New Customer/Member

To add a new customer user:

1. From the Admin Platform sidebar, select Customers or Members.

2. From the user list page that appears, select Add customer/member.
   

   
   

3. On the Add customer page that appears, select whether the new user is Personal (consumer) or Business (Account holder/Signer only). Enter the customer’s username, email address, and core user ID.
   
   

4. Select Add customer. 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 Staff members > Staff > Add staff member.
   
   

2. Enter the user info:

   • Enter the staff user's First name, Last name, and Email address.

   • Add the user’s 2FA phone number. If your staff users log in via single sign-on, this field is hidden.
     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.

   • Select Permissions, either Admin or Non-admin.

   • For non-admins, you'll also select a Role. For more information on roles, go to Manage Roles.
     

     

     
     

3. Select Add staff member. New staff 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.