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

Modified on Wed, 29 Jan at 4:14 PM

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

WARNING: Users created under an organization will inherit access to all its accounts. To restrict user access to a single account, refer to How to Add Users to an Account [Step-by-step guide].

To add users to an organization:

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

2. Press View for the corresponding organization.

3. Click on the Users tab.

4. Press Create.

5. 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].

6. Press Save to apply the changes.