User Management: Add a User
Overview
Administrators can add new users directly from the Users page in the platform. Adding users helps ensure residents, staff, guards, and other authorized community members have the correct access to the system.
When creating a user, admins can enter the user’s contact information, assign a unit, choose a role, and decide whether to send an activation invitation.
Who can add users?
User creation is available to administrators with access to the Directory section of the platform.
Admins can only assign roles that are equal to or lower than their own role. This helps prevent users from granting access levels higher than their own.
Add a new user
To add a user:
Send Invitation option
The Send Invitation option controls whether the user receives an activation email.
If Send Invitation is enabled, the user will receive an email inviting them to verify and activate their account.
If Send Invitation is not enabled, the user will still be added to the platform, but they will not receive an email invitation to verify their account.
Role assignment rules
When adding a user, you can only assign a role that is equal to or lower than your own role.
If you do not see the role you need, your account may not have permission to assign that role. Contact an administrator with the appropriate access level for assistance.
What happens after the user is created?
After the user is created, they will appear in the Users list. If an invitation was sent, the user can follow the email instructions to activate their account.
If an invitation was not sent, the user record will still exist in the platform, but the user will not receive an activation email.
Troubleshooting
I do not see the Add User button
Confirm that your account has administrative access to User Management in the Directory section.
The user did not receive an activation email
Confirm that Send Invitation was enabled when the user was created. If the user has not signed in before, you can resend the activation invitation from the user details window.
I cannot assign a certain role
You can only assign roles equal to or lower than your own role.
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