Users must be granted access to the system before they are allowed access to projects, there are two methods for administrators to add new users to the system. 

Method 1: Adding Users Individually

  1. Click on the system cog icon to open the system admin page.

  1. Go to the "Users" tab to view all users in the system.
  2. Click on the "Add" button to add a new user.
  3. In the "Add New User" dialog box, choose the user's authentication method.
    • SSO (Single Sign-On): Users who exist in the client's domain. They can access the system by clicking on the instance URL without need for additional authentication.
    • Password User: Direct authentication with user credentials. Can be configured to require two-factor authentication. The user will receive an email to the provided address prompting them to create their password. 
  4. Enter the user's name, select a role for the user, and fill in their email address.
  5. If you are creating an SSO user, fill in the authorized email address.
  6. Click on "Save" to add the user to the system.

Method 2: Importing Multiple Users

To import multiple users, you need to have their information in an Excel spreadsheet or CSV file. The following information is mandatory for the import: name, email address, and authentication method.

  1. Click on the "Import" button.
  2. Drag and drop or browse for the file containing the user data.
  3. The fields in the file will be compared against the current list of users.
  4. Click on "Import" to confirm the action.

The users will be added to the system.