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Adding users manually and defining their roles and groups
Adding users manually and defining their roles and groups
Updated this week

Understand here how to add users, assign responsibilities and insert them into groups.

First step: Access the Users menu

Click on administration and then on the users menu:

Second step: Access the new user creation screen

It is in this menu that you will add new users. Click +Create new user:

Third step: Fill in the necessary information

Here, add all the information about the new user:

Fourth step: Define user roles

To define the roles that this user will have, click on the second tab Roles:

Here, you will define in which roles this user will be inserted. By default, newly added users are placed in the users role, but just uncheck and check another role (or roles) you want this user to be part of.

Remembering that the roles are like a kind of grouping of responsibilities that you assign to each role.

Fifth step: Select the groups and save

Before clicking Save, access the groups tab and define which group the user should belong to. Then scroll down the page and click Save.

That's it, the new user is inserted in the platform and now he will have the accesses that you defined in the function in which he is inserted and in the groups that you selected for him.

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