Add a User

Organization administrators (and users granted the administrator role) can create and manage users for the organization. This guide covers inviting a new user and setting their initial permissions.

You will:

Open Manage Users
Enter name, email, and permissions
Confirm the invite and watch status

Prerequisites

You can sign in as an admin (or with admin role)
You know the new user’s work email

Continue → Step 2

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Step 2: Open Manage Users

Click your username in the top right.
Select My Account.
Click the pencil icon next to Manage Users.
On the Manage Users page, click Add User in the top right.

Continue → Step 3

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Step 3: Enter details and permissions

Enter:

First Name
Last Name
Email Address

Then set permissions with the checkboxes:

Permission	When checked	When unchecked
---	---	---
Allow access to all subjects in organization	User can see subjects other users added	User only sees subjects they add or that are assigned to them
Allow subject assignment	User can reassign subject ownership	User keeps ownership of subjects they add
Allow download of reports for all subjects	User can download reports for subjects owned by others	User can download only for subjects they own
Grant administrator role	User can manage users, data retention, billing, organization-wide Default preferences, and organization usage statistics	Standard user capabilities only

Click Confirm when finished.

Continue → Step 4

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Step 4: Confirm status after invite

The user receives an email at the address you entered and completes registration from that link.

On Manage Users:

Status	Meaning
---	---
Pending	Invited; has not finished signup
Active	Signup complete; can sign in

### Success checklist

[ ] User appears on Manage Users
[ ] Permissions match the role you intended
[ ] Status moves to Active after they complete the email link

Continue → Step 5

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