Add a user and give them a login

Transcript

Select a time to play the video from that moment.

1. 0:01

   This follows Choose what the group can do. Your group now has its permissions, so let's add a colleague to it and give them their own login.

2. 0:17

   Sign in, then open System, Security Settings, Users. This is everyone who can sign in to your company. Click New user.

3. 0:35

   Type your colleague's full name, then their e-mail address. The e-mail is what they will sign in with, so each user needs a different one. Add a mobile number too, so you can reach them.

4. 0:46

   Choose a password and type it again in the second box. The two must match, or the user is not saved. Your company may also require a strong password, with capital and small letters, a number, and a symbol.

5. 1:02

   Choose the group you made in the earlier videos. This decides everything your colleague can see and do. Leave the status on Active so they can sign in, and click Save.

6. 1:23

   To find the new user, choose their e-mail in the Email filter and apply it. Then open the arrow next to Edit and choose Details. The summary shows their group and that they are active.

7. 1:42

   That's the series done. Your colleague can now sign in with that e-mail and password, and sees only what their group allows. Add the rest of your team the same way, or make another group for a different role.