How do I Create a New User?

When new people join your internal team, or you need to set up and/or adjust access with your external partners, you can create a new user account to log in to the platform.. 

Helpful Hint: Only Site Admin users have access to manage user accounts.

To Create a new User account:

1. Click the red slider icon on the right-hand side of the page to open Site Admin Settings. 

   Helpful Hint: If you don't see the red slider icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

2. Under "Users / Contacts / Companies," click Manage Users.
3. Click + User in the top-right corner.
4. Enter the required fields, indicated by a red asterisk (*).
   • First Name
   • Last Name
   • User Name

     Helpful Hint: Maintain the naming convention already established by your organization for consistency. This is often either FirstinitialLastname (JApple), LastnameFirstinitial (AppleJ), or a similar variation.

   • Email
   • Password

     Helpful Hint: This is not actually the user's password, but a temporary placeholder. The new user will receive an email with a link to set up their own, secure password. 

   • Company

     Helpful Hint: If your organization has already set up the company, you can click Find Company to select it & copy the address and/or vendor number information.

   • Street Address
   • City
   • State/Province
   • Zip
   • Country
   • Phone
5. Click Save in the top-right corner.
6. Click the Access Rights tab.
7. Select My Projects.

   Helpful Hint: If the user is going to need additional access, such as "Bids & Planroom", "My Reports", "View Other's My Work", select those checkboxes as applicable. Other settings can be selected here, such as indicating an SSO for login (if purchased in contract), Force 2-Factor Authentication, and/or access to add-on tools such as Capital Planning or Asset Planning (if purchased in contract). 

8. Assign the user's Default Role.
9. Click Save.

Important Note: If the new user is "replacing" a previous user, the best practice is to deactivate the previous person's account and give the new person their own account. This maintains accurate activity data with the user name & date/time stamps across the system, and also keeps security measure in place regarding user account access.

Helpful Hint: This will not count against your user license allotment if it is just a one-to-one user deactivate + new user create "swap".

To make a user account inactive, follow the steps provided in the Deactivate a User article.