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How to add a new user
How to add a new user

A step-by-step guide on how to add a new admin or guard user.

Arthur Williams avatar
Written by Arthur Williams
Updated over 3 months ago

Description: This guide explains how to create admin and guard users with unique usernames and passwords.


Creating a User

1. Navigate to the Account Page

  • Go to the drop-down menu in the upper right-hand corner of the screen.

  • Click on Account.

2. Access the User Management

  • On the account page, click View.

3. Add a New User

  • Click the New User button.

  • Enter the following information:

  • Full Name

  • Unique Username

  • Password

4. Additional Details (Optional)

  • Phone Number: Useful for users signing in on personal devices, allowing them to use a magic link instead of a password.

  • Email Address: Allows users to reset their password via a direct link sent to their email.

5. Assign a Role

  • Select whether the user will be an Admin or a Guard.

6. Create the User

  • Click Create to finalize the user creation.

💡 Important Note: Usernames must be unique system-wide. If the username is already taken, you will need to choose a different one.


Roles

➡️ Admin: Has full access to the system, including user management, settings, and reports.

➡️ Guard: Has limited access and can only submit observations.

💡 Please note: Users will not be notified when their account is created. It is the admin’s responsibility to share the login credentials with the security team.

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