Create a user

To create or modify a user you must have an administrator role. 

Users created will be able to view or create matters. Giving them the proper role is essential.

In this article, learn how to:

• User creation 
• User management

User creation 

Click on “Create a user” to add a user to the platform.
 Complete the form with the user’s information: First name, last name, email, role, team and confirm.

>Find more information on how to create a team in the dedicated article.

Depending on their role, users will have different access and permissions throughout the platform. Therefor it is important to give the right role to the right user.

This table is available in the role tab:

User management

Once the user is created, they will be added to the user table.

From the user table:

• Organize the table

Use the arrows to sort the column in an ascending or descending order

• Edit a user

Modify the information related to the user such as their name or role.  
Click on the user's name and modify the information in the pop-up.

• Deactivate a user

Deactivate a user by disabling their account. 

Change the user's status from Active to Disable. The user will be deactivated and will no longer have access to the platform.