How to Create a Platform User/Login

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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.

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 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.

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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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