Creating a new user is an important step in welcoming new employees or giving team members access to the system for the first time. This guide is here to provide you with clear instructions that will help you feel confident in setting up new users and assigning their roles.
By the end of this guide, you'll be able to create a new user account and select the appropriate role and access level for them.
Who can use this feature?
System Administrator | Container Administrator
Important Note:
If you do not have Container Administrator permissions in your system, you will not be able to complete the steps in this guide. Please contact your administrator for assistance.
How to Add a New User
Sign in to your site.
Go to Admin Tools and select All Users.
Click the Add New User button located on the right side of the page above the user list.
The user creation form will open. Complete the required fields, including Full name, Address 1, City, State, Zip, Phone, Login User ID, Password, Confirm Password, Municipality, Title, and Access Requested.
Name: The user’s display name shown throughout the system.
Email address: Used for the user’s account communication and email notifications.
Address 1: The primary street address associated with the user’s account.
City: The city for the address listed.
State: The state for the address listed.
ZIP: The ZIP or postal code for the address listed.
Phone: A contact phone number associated with the user’s account.
Password: The initial password set for the user’s account. Your password must meet the following security requirements:
Password must include at least 1 uppercase letter (A to Z).
Password must include at least 1 lowercase letter (a to z).
Password must include at least 1 number (0 to 9).
Password must include at least 1 special character, such as #, !, or &.
Confirm Password: Re-enter the password to make sure it matches.
Municipality: The city, town, or jurisdiction the user is associated with.
Title: The user’s job title or role within the organization.
Access Requested: The level of system access being requested for the user.
Once all fields are completed, click Add User.
Knowledge Check
This Knowledge Check includes 5 questions based on this article. Select the arrow next to each question to reveal the answer. You can review the article at any time while completing the Knowledge Check.
Question 1: Where do you navigate to begin adding a new user?
Answer: First sign in to your site. Then navigate to Admin Tools and click All Users. Finally, click Add New User.
Question 2: (True or False) Passwords must include at least one uppercase letter, one lowercase letter, one number, and one special character.
Answer: True.
Question 3: (True or False) The Add New User button is located on the right side of the All Users page.
Answer: True.
Question 4: What action finalizes the creation of a new user account after all required fields have been completed?
Answer: Clicking the Add User button.
Question 5: What should you do if you do not have Container Administrator permissions?
Answer: Contact your administrator or Customer Success Manager for assistance.