Add User Account
tip
There is a Runbook for Adding Recipients for the various steps needed to set up an account correctly.
-
Go to Users.
-
Click on Add.

-
A form will open. Select the role and enter the other details.
Good to knowIs this the first user? Decide on a naming convention for user accounts. For example,
firstname_middlename.lastname. Here are some examples:jane.doejane-janet.doe(first names with hyphen)jane_janet.doe(first names without hyphen)
Everything correct? Then click Add at the end of the form.

-
The new account now appears in the list of users. Click Edit there.

-
A form will open:

- Optionally provide a different Public name.
- Select the permissions for this user.
-
Click Send reset link to inform the user by email.

The user can now set up the user account.