How to Add Users to an Account [Step-by-step guide]

Modified on Wed, 29 Jan at 4:40 PM

This article details how to create users under the hierarchy of an account.

WARNING: Users created under an account will have access to that specific account only. To grant a user access to all accounts within an organization, refer to How to Add Users to an Organization [Step-by-step guide].

To add users to an account:

1. Click Organizations from the left menu under the System Configuration section.

2. Press View for organization to which the account belongs.

3. Press Edit for the desired account.

4. Click on the Users tab.

5. Press Create.

6. Enter the following fields:

Email: User's email address.
Role: User's role, to define access and permissions.

NOTE: To learn about roles and permissions, refer to techOMS User permissions structure [Information].

7. Press Save to apply the changes.