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New User

Overview

The New User form is used to create a new user account in the system. It offers two methods of user creation via tabs: New User Information (manual entry) and With EMS Userid (import via EMS ID).

Navigate to: Administration > User Management > User Information > New User

New User Form

Tabs

Tab Description
New User Information Manually fill in all user details to create a new account
With EMS Userid Search by an existing EMS User ID to import and create a user from EMS

Tab 1 — New User Information

Section 1 — Personal Information

Field Type Required Description
Company Dropdown ✅ Select the company this user belongs to. Comes from Entity > Company Information
User Role Dropdown ✅ Select the role assigned to this user. Comes from User Management > User Roles
First Name Text ✅ Enter the user's first name
Last Name Text ✅ Enter the user's last name
Phone Number Phone ✅ Enter the user's phone number with country code
Email Text ✅ Enter the user's email address (e.g. demo@example.com)

!!! warning "Company and User Role must be set up first" - The Company dropdown will be empty if no companies are added under Entity → Company Information. - The User Role dropdown will be empty if no roles are added under User Management → User Roles → New Role.

Set those up before creating a user.

Section 2 — Address Details

Field Type Required Description
Address Text ✅ Primary street address
Address Line 2 Text ❌ Suite, floor, building, etc.
City Text ✅ Enter the city
State Dropdown ✅ Select the state or province
Zip Code Text ❌ Enter the postal/zip code
Country Dropdown ✅ Select the country
Status Dropdown ✅ Current status. Default is Active

Section 3 — User Credentials

Field Type Required Description
Username Text ✅ Enter a unique username for login (e.g. superadmin)
Password Password ✅ Enter a secure password. Use the 👁️ icon to toggle visibility
Profile Picture File ❌ Upload a profile photo in JPG, JPEG, or PNG format. Max size: 1MB
Signature File/Draw ❌ Upload or draw the user's signature

!!! warning "Profile Picture Format" Only JPG, JPEG, and PNG formats are accepted for the profile picture. The file size must not exceed 1MB.

Step-by-Step: How to Create a New User

  1. Go to Administration → User Management → User Information → New User
  2. Stay on the New User Information tab
  3. Under Personal Information, select the Company and User Role
  4. Enter First Name, Last Name, Phone Number, and Email
  5. Under Address Details, fill in Address, City, State, and Country
  6. Set Status to Active (default) or appropriate value
  7. Under User Credentials, enter a Username and Password
  8. Optionally upload a Profile Picture and add a Signature
  9. Click Save to create the user

!!! success "Expected Result" The new user appears in Administration → User Management → User Information → User List with the assigned role and Active status.

!!! tip "Buttons" - Back — Returns to the previous page without saving - Reset — Clears all fields back to default - Save — Submits and creates the user account