User Management Users

PLEASE NOTE: These instructions are used specifically for the new User Management interface. If you’re still using the classic interface, please use these instructions.

If you’d like to discuss upgrading to the new User Management interface, you can chat with one of our agents below or send an email to support@zerionsoftware.com and someone will reach out to you ASAP.

Table of Contents

• User Management: How do I create a user?

Also, check out:

• User Management: How do I edit a user?
• User Management: How do I add a user to a User Group?

How do I create a user?

To create a new user in the User Management interface, please follow the instructions below.

STEP 1. From the Admin Portal, click the Mega Menu and select User Management.

STEP 2. On the right-hand side, click the + icon.

STEP 3. Click Create User.

STEP 4. Enter the following information:

• Username (required)
• Email (required)
• First Name
• Last Name
• Password (required)
• Confirm Password (required)

PLEASE NOTE: If you plan to use the iformbuilder.firstName or iformbuilder.lastName built-in function, you'll want to add in the First Name and Last Name fields even though they are not required when creating a user.

STEP 5. Once the information is entered, click Assign Policies at the bottom right.

STEP 6. Choose the policy or policies for the user, then select one of the following two options:

• Review and Save (use this option if you don't want to add the user to a User Group)
• Assign Groups

In this example, we'll be assigning the user to a User Group. Click Assign Groups.

STEP 7. Choose the User Group(s) you want to add the user to and click Review.

STEP 8. Review the information and click Create.