Create a User

Creating and managing users allows you to control who can access your platform and what they can do. Users can view or create matters depending on the role assigned to them, so setting up the right role is essential for keeping your data secure and organized.

To create or modify a user, you must have an administrator role.

In this article, you'll learn how to:

• Create a user
• Manage users

✅ User Creation

1. Click on "Create a user" to add a new user to the platform.

2. Complete the form with the user's information: first name, last name, email, role, and team.

3. Confirm to finish creating the user.

For more information on how to create a team, check out the dedicated article.

Depending on their role, users will have different access and permissions throughout the platform. That's why it's important to assign the right role to the right user.

This table is available in the role tab:

✨ User Management

Once a user is created, they will be added to the user table. From there, you can organize, edit, or deactivate users as needed.

• Organize the table

Use the arrows to sort each column in ascending or descending order.

• Edit a user

Modify the information related to the user, such as their name or role. Click on the user's name and update the information in the pop-up window.

• Deactivate a user

Deactivate a user by disabling their account. Change the user's status from Active to Disabled. The user will be deactivated and will no longer have access to the platform.

✨ Tips & Best Practices

• Double-check the role assigned to each user to make sure they have the right level of access.

• Keep your user table organized by regularly reviewing active and inactive accounts.

• Deactivate users who no longer need access instead of deleting them, so you can keep a record of their activity.