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Add a new user with Admin Portal

Read this guide carefully for some helpful tips on adding users.

Dominique Tuck avatar
Written by Dominique Tuck
Updated over a week ago

If you haven't already, please make sure that you've read through how to use Admin portal on our admin portal explainer article here.

Adding a New User

  1. Open Admin portal in the side menu by using the grid in the top left corner to open the menu.

  2. Click "Create New User"

  3. Add in their first name, last name and email address

    1. Choose the option in 'Connection Name' that contains your company acronym.

  4. Add a team, read more about this here

  5. Select their local timezone.

    1. This will apply to the users Time Tracking records, and Calendar appointments.

  6. Select which dashboards the user requires access to from the dropdown.

    1. Read more about dashboards here

  7. Apply an 'Authority Limit' to the user's profile

    1. This will allow them to approve Invoices up to X amount. Read more here

  8. Click 'Save'.

  9. Click 'Send Welcome Email'.

You will not be required to add a role unless if you have specific permissions that you would like to apply to your user.

Helpful Tips:

  1. Use the "Enabled" toggle button to disable users when they leave the company. It's better that you use this method rather than deleting a user profile, as this means all historical records that the user has worked on keep user data.

  2. The "Biography" field gets used for some workflows. For example, if you're an insurance repair builder, assessors assigned to jobs will have their biography added to any outgoing email that policyholders receive about repair updates to their claim.

  3. Teams are mandatory. You can learn more about Teams here.

If you get stuck, please send us a message at to get help.

For the full web site, click here.

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