This article provides you with a step by step walkthrough on how to create a single new user account. If you would like to create a list of users at once, please review our article on how to import new users.
In the main menu, go to Management > Users & Groups. This opens up your user list. At the top of this list you will see the button to add a new user.
In the following pop-up screen, you are able to fill out the details of the new user. Make sure to fill out all required fields, such as user type, first name and email. Please note that an email address can only be added once to your user list and therefore must be unique.
Next, click Add to finalize the process.
The new user is now added to the user list, which is by default presented in alphabetical order. The status of the new user account is marked as 'Pending', since the account first needs to be activated. Therefore you need to send the user an activation email.
First, select the account by checking the box in front of his name. You can select multiple users at once, or click the box at the top to select all users in the user list. Next click the Action button to open up a dropdown menu. Click the third option to send the user(s) an activation email.
You will be asked to verify your action first as a safety to prevent unintended emails. Confirm to send.
The user will now receive an email that will guide them through the activation process. As soon as they have completed this, they immediately have access to the portal and the status in the user list will be updated to 'Active' and you will be able to see a date/time stamp of their last login.
- I can’t create the user under the e-mail account I want to appoint to him
If the email address doesn’t meet the standard “email@example.com” or if another user has already been registered with the same e-mail address, a red mark will appear behind it and this user will not be created. Make sure the email address is valid (and bears a green mark) to be able to create a new user.