Create a New User:

1. In the navigation sidebar, click + Create New
2. Select User
3. Enter a user name and any additional details³
4. Click Next
5. Add user contact details (e.g., address, phone, social media) as desired*
6. Click Create

Optional:

• select Invite User to send them an email invitation link
• select Create Another User to begin again
• select See All Users to review all

*Required fields are marked with an asterisk

³ Invited users are assigned the Client role by default. You can choose a different role in Step 3 of the tutorial above, or later via Manage User Platform Roles. Inactive users do not require a Platform Role.