Point - Creating new users

Introduction

This guide takes you through the simple process of creating new user profiles, whether you need to add another user and follow these steps to create a new account, get started by creating new users to expand access within your organisation, or simply want to know how to easily set up new user accounts within our system.

If your system uses SSO: If the user enters the system using SSO (one click log-in like microsoft or google), you do not need to create a user. The user will be created automatically as long as they have the appropriate account in your systems (example microsoft or google) and your IT has set them up with the correct access. If they enter trough SSO, they typically will be given normal group access (depends on the setup of your system)

Requirements

• Any of the products in Papirfly's product suite

Creating a new user

Keep in mind, you need to have sufficient access rights to be able to do this.

To create a new user, follow the steps below: 

1. Click on the user symbol in the upper right corner 
2. Click on User management, followed by New user
   • 
3. Fill in the details of the user under the User tab at the top
4. We advice that you also check the following buttons:
   • Must change password: Requires the new user to create a new password upon logging in for the first time. For security reasons, we strongly advice you to check this. 
   • Send login to e-mail: This sends an email with the username, password as well as a link to Papirfly directly to the new user.
5. Click on Group membership tab at the top and give the user the groups it should be a member of
6. Click on Save
7. You have now created a new user