How to Create a Platform User/Login


This article walks through self-service Platform user creation. The ability to create users is only available for users with the Administrator role for their account.

Step 1: Admin Mode

1.1. Enter Admin Mode by selecting the cogwheel located in the top right.



 1.2. To check if this user already exists, enter their email address in the search bar.

 1.3. Click the Create New User button.

Step 2: Create New User

2.1. Enter the user's information First Name, Last Name, and Email address.


2.2. Using the Role Descriptions as guidance, select the appropriate role for the user.

2.3. Click the Save button to complete the user creation. The new user will receive a confirmation email with instructions for verifying their email address and setting up a password.



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