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Users in an organization are managed from Settings → Users, where, in addition to creating them, you can view, modify, or delete them.

Create a user

  1. Go to Settings → Users.
  2. Click New.
  3. Complete the form:
    • First name and Last name.
    • Email. Address the user will use to access the platform.
    • Role. Role that determines the permissions and the scope of information the user will have access to.
    • Language. Language in which the console will be displayed for that user.
    • Department. Department the user belongs to within the organization.
  4. Click New.
create-user
The assigned role can be changed later from the user’s detail view, without having to create the user again.

Create multiple users at once

  1. Go to Settings → Users.
  2. Click Export users to download the current list in an Excel file with the correct format.
  3. Fill in the file with the new users, keeping the existing columns.
  4. Click Import users and select the completed file.
Always start from the exported file instead of creating one from scratch. This avoids format errors that would cause the import to fail.

Enable email sign-in

By default, a new user’s access may be subject to the organization’s authentication settings. A user with the Organization administrator role can enable or disable sign-in with email and password for any user, from the same Users list.

Related information

For full details on the table fields, export, and deletion of users, see Users. For the list of available roles and their permissions, see Roles.