LP5: Create Users in e-flow

Introduction

To create a user you must belong to a Role that has the Domain Admin or Security Admin permission Level. 

Once the user has been created, an invite is sent automatically via email. This invite contains a link which the user must click to complete the user-creation process.

Note: until the user clicks the link in the email and accesses the system, you cannot assign work to this user.

Create a User

1. Navigate to the Admin options, click 'Users & Roles' then either:

• • 'Create User', or
  • 'List Contacts' and 'Invite New Contact'.

2. In the form displayed, enter the user's details: at a minimum enter the First Name, Last Name and email address.

3. Set the user's Roles.

At the bottom of the page, the section on the left shows available roles and the section on the right shows which roles are applied to the user. Edit the roles for this user using the buttons provided.

(Please see our guide on understanding user roles.)

4. Click Invite User.

See more:

LP5: Assign a Role to a User

LP5: Role Security Levels

LP5: Understanding and Working With User Roles

LP7: Create a Role