Platform Documentation

Adding Users to Organisations

Direct User Creation

This method creates the user account immediately and sends them an invitation email to activate their account.

Step-by-Step: Create a User Directly

1. Navigate to Create Users Page

   Go to the Create Users page

   Or click Create Users in the sidebar under Administration

2. Select User Type
   • Select an organisation from the dropdown
   • Choose user role:
     • Administrator: Can manage users and invites in the organisation
     • Standard User: Can view and work with organisation assets
3. Fill in User Details
   • Email Address: User's email (must be unique)
   • First Name: User's first name
   • Last Name: User's last name
4. Submit

   Click Create User

5. What Happens Next?
   • User account is created in the system
   • An invitation email is automatically sent to the user
   • The invitation contains:
     • Link to activate their account
     • Pre-filled registration information
     • Instructions for setting their password
   • User must click the link and set a password to activate