How to Create a User

Create a User via Manage Client

1. Navigate to Administration > Manage Clients > Edit
2. Open the Client Users tab and select Add

Create a User via Manage Users

1. Navigate to Administration > Users > Manage Users
2. Select the Add button
   
   

Complete User Details

After selecting Add from either path, a User Details form opens.

• Enter the required user information

Once all required fields are completed, select Save.

Configure User Authorizations

Once the User Details are saved, you will be directed to the Authorizations tab.

1. Select a Product Security Role

2. Select the Client the user should have access to

• The selected client appears in Permissions Granted
• One or more clients may be assigned

3. Select the Engagement the user should have access to

• • An engagement must be selected first before an entitlement

  • As entitlements are selected, the assigned permissions populate in the right hand pane

4. Select the appropriate module access and entitlements for the user

5. Once all entitlements are selected, select Save. This triggers an email to the user prompting them to set their initial password

💡 Learn More

For more information on Product Security Roles and Entitlements: 

• Which Product Security Role to Assign
• Which Entitlements to Assign
  
  

➡️ Next Steps:

• Create a Client

• Create an Engagement