6.1 Add a New User

Objective

To provide a clear and concise procedure for adding a new user to the system, ensuring accuracy and minimizing errors during the process

Key Steps

1. Log In:
   • Access the system using your admin credentials
2. Navigate to Users:
   • Locate and click on the “Users” option in the menu bar
3. Access User Actions:
   • Click on the “Actions” button next to an existing user to edit their information, activate/deactivate, or delete users if necessary
4. Add New User:
   • Click on the “Add User” button to initiate the process of creating a new user
5. Enter User Information:
   • Replace the illustrative numbers with the correct information:
     • Country Code: Select the appropriate country code from the dropdown
     • Phone Number: Enter the phone number in the correct format for the selected country
6. Assign User Role:
   • Determine the role for the new user:
     • If the user is to have an admin role, check the “User as Admin” option
     • If not, select the appropriate role from the dropdown menu (e.g., Consumer role)
7. Save User Information:
   • Click the “Save” button to finalize the addition of the new user
8. Confirmation:
   • Ensure that a confirmation message appears indicating that the user has been successfully created
   • Note that the new user will receive a welcome email containing links to both the production and sandbox environments

Cautionary Notes

• Double-check all entered information for accuracy, especially the phone number format and role assignment
• Ensure that the user’s email address is valid to avoid issues with the welcome email