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Adding Team Members

This document outlines the steps required to add a new user to the system. The Accounts Management section within the Admin Panel provides administrators with the ability to create, manage, and assign users to specific organizations.

Steps to Add a New User​

  • Click on the Admin tab in the top navigation bar.
  • Select Accounts Management from the dropdown menu.

Access the User Creation Panel​

  • Inside the Accounts Management section, locate the Create User button in the right corner.
  • Click + Create User to open the user creation form.

Enter User Details​

  • Fill in the following required fields:
    • Email: Enter the user's email address.
    • Full Name: Provide the user’s full name.
    • Display Name: Enter a display name (optional but recommended).
    • Password: Leave blank to auto-generate or set a manual password.
    • Organizations: Select the organization(s) the user should have access to.

Submit the User Creation Request​

  • Once all required fields are filled, click the Submit button to finalize the user creation.
  • The system will generate an account and, if needed, send an invitation email to the new user.
Tip
  • Users must be assigned to at least one organization for access.
  • If a password is left blank, the system will generate one automatically.
  • Administrators can later edit user details or modify their access rights from the Accounts Management panel.