How to Add Users
Add users to your organization, one by one or in bulk, with their details, password, and security.
Add the people who are going to work on the platform. You can do it one by one, with their profile and security settings in detail, or in bulk, importing several at once.
📘 What will you get?
New users with access to the platform, with their details, language, password, and two-step verification configured however you like.
Before you begin
You need to be logged in and have permission to manage users. Registration is done from Users, and you have two options depending on where you are.
From Home (your global view) — in Home > Users, tab My users. This is the usual route when working at a global level.
From an organization — in Organization > Users, with an organization selected. The user is created directly in that organization.
In both cases the form is the same. What changes is the starting point.
Individual registration
1. Open the user registration
In Users, click New user. The user registration form opens.
📘 If you enter from Home, the breadcrumb is Home > Users > New user.
If you enter from an organization, it includes its name (for example, Home > San Junipero > Users > New user), because the user will be in that organization.
2. Enter the email
The first thing requested is the email of the user, which will be their login identifier. Enter it and click Continue.
3. Complete the general information
The form opens with the user's details:
First name and Last names.
Job title and Phone — optional.
Language and Time zone — adjust how they see the platform and how dates are displayed to them.
4. Set the password
In Password, choose how it is set:
Enter a password manually — you define it now, in the Password and Confirm password fields.
The user will set their own password — they will be asked to create it on their first login.
5. Enable two-step verification (optional)
Turn on the Two-step verification switch to add an extra layer of security to sign-in. It requires an authentication app, such as Google Authenticator, which the user will set up on their next login.
🚧 Labels under review.
The two-step verification options are being refined in the dashboard.
When you consult this guide, check the exact name of the switch.
6. Register the user
Click Register to create it. The user will appear in the Users list.
7. Assign permissions
After registering it, the Permissionsscreen opens, where you define what they can access: the dashboard, the organization's sections, and each subscription. Permission assignment is explained step by step in How to apply permissions to a user.
👍 All green.
The user is created and, depending on what you chose, will receive instructions to set their password or configure two-step verification on their first login.
Bulk registration: import users
When you need to register several users at once:
In Users, click Import users.
Download the template provided by the dashboard.
Fill it in with the users' details and upload it to create them in bulk.
📘 Always use the template.
The import expects the dashboard template format. Download it each time and fill it in as is to avoid errors when uploading it.
Conclusion
Now you know how to add users to your organization: individually when you want to take care of each one's details, or in bulk when you are registering several at once. In both cases, you define who has access, with what data, and with what security.
Next steps
Learn how to edit, deactivate, or delete them in How to manage your users.
Find out what each column in the list shows in The lists.
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