Who can Create New Users

Creating a new user in Platform requires access to either the Organization Admin or Team Admin role. Please reach out to support if you have any questions regarding gaining access to these roles.

How to Create a New User

1. Navigate to the users index page in Admin Center.
2. Select Create User.
3. Enter the required fields:

• Full Name: User's full display name (e.g. Jane Smith)
• User Name: Platform username (e.g. jsmith). Must be unique. 
• Email Address: Email address to link with the account (e.g. jsmith@gmail.com) Must be unique. 
• Select Send Welcome Email if the user should receive an email with instructions on how to configure their Platform password and log-in to Civis Platform.
• Select Robot User if the user is a Robot user. 
• Primary Group: Select the user’s primary group. All Platform objects (e.g. jobs, notebooks, services) are automatically shared with the author’s primary group.
  Additional Groups: Option to add the user to additional groups. The user will be able to see work shared with additional groups they belong to.

4. Select one of the following:

• Save & Close To save the new user and close the modal. 
• Save & Create Another To save the new user and create another user.
• For convenience, this option preserves Group selections, User Option selections, and Administrative Option selections.