New User Creation

Steps to Add a New User 

1. Navigate to the Sidebar Dashboard

2. Open the "Administration" Tab

3. Select the "Users" Tab

4. Click "New" on the Top Bar 

This will open a form where you can enter the new user's details.

Filling Out the User Form 

• Username & Email: Ensure the username and email address are the same. 

• User Group: Select the appropriate user group based on permissions:

  • Viewer – Read-only access 

  • User – Standard access 

  • Manager – Elevated permissions

   Read more about different user groups and their corresponding permissions in here.

• Restrictions: Only enable restriction options if necessary. 

• Password Setup: 

  • Generate a one-time password. 

  • Check the “Force password reset on login” box to require the user to set their own password.

  • The new user will have two hours to reset their password before the link expires.

  
  

Finalizing the User Setup 

1. Click the Save button at the top to save the new user. 

2. Close the window by clicking the Close button next to it. 

3. You will be redirected to the Users window, where the newly added user will appear in the list. 

4. If needed, you can select the user and edit their details at any time.

Note: To add a new user outside of your organization, please reach out to support@yourtrellis.com