Add a New User/Invite a User

Follow the steps below to add a new user:

1. Click Users from the left-side menu.
   
   
    
2. To add a user, click +Add New User.
   
   
    
3. On the Add New User page, click Allow to share your location and proceed with entering the details.
   
   
    
4. Provide the First Name, Last Name, and Email Address of the User, including their Primary and Alternative Phone Numbers.
5. Enter the Organization or Reference ID (Org/Ref.ID). The username will pre-populate.
6. Complete the user’s address and zip code. Once you add the zip code, the other fields, including country, state, and city, will be pre-populated.
   
   
    
7. Assign the role and permissions for the user. You can assign multiple roles to a user if needed.
8. If applicable, set the active period for the user account by selecting the Date Range using the Calendar icon.
9. Click Submit to create the user or click Save as Draft to continue at a later time. Otherwise, click Cancel to exit without saving.
   Note: An email will be sent to the user's email address with a link to log into their account.
   
   

Invite a user:

Follow the steps below to Invite a User:

1. Click Users from the left-side menu.
   
   
    
2. Click the down arrow then Invite User.
   
   
    
3. In the User Details section select either Single User or Group.

Single User:

1. Click Single User.
2. Complete the First Name, Last Name, Email Address, and Org/Ref.ID.
3. Click Assign Role to select one or multiple roles from the dropdown menu.
4. Click the Calendar icon to select the Start Date and End Date to define the active period of the User.
5. Click Send Invite to send the invite to a single user. Click Cancel to exit without saving.
   
   

Group Users:

1. Click Group.
   
   
    
2. Click Download Template to download the group invite template.
   
   
    
3. In the downloaded Excel template, enter the user details including Email ID, Org/Ref ID, First Name, Last Name, Assign Role, Start Date, and Expiry Date.
   
   
    
4. Once the sheet is completed with the group users list, save the template to your computer.
5. Upload the saved template by using one of the following steps:
   1. Drag and drop the file into the box. 
      OR
   2. Click in the box to open the file selector window and choose the file from your computer.
6. After uploading the file, click Submit to invite multiple users to the console. Click Cancel to exit without saving.