Adding A New User

This guide provides a step-by-step process for adding a new user within the system.

It outlines the necessary permissions, user details, and actions required to successfully create and manage users.

Find out how to assign one of your organisations oboloo licenses to a new user here

Find out how to restrict and grant access to specific areas of oboloo for a new user here

When to Use This Feature

• When adding a new team member to the system.

• When assigning a user role and permissions.

• When ensuring the right users have access to the platform.

Step-by-Step Guide

Step 1: Navigate to User Management

1. Click on Settings from the left-hand menu.

2. Click on Users to open the User Management section.

Step 2: Create a New User

3. Click on the Add New User button.

4. A user creation popup will appear on the right-hand side.

5. Fill in the required details for the new user, including:

   • Full Name

   • Email Address

   • Role and Permissions

   • Licence Assignment (if applicable)

📌 Note: If a user is assigned a licence, they will receive an email with their login details.

Step 3: Save the New User

6. Click on the Add User button to complete the creation process.

7. The new user will now appear in the Users Table.

Step 4: Verify the New User

8. Use the search field above the user table to find the user you just created.

9. Click on the newly created user in the table to open their profile.

Step 5: Edit User Details (Optional)

10. In the User Profile, you can:

• Edit user details.

• Adjust permissions or access rights.

• Assign or revoke licences.

Key Considerations & Best Practices

✅ Ensure you have the correct permissions – Only users with User Management access can create new users.

✅ Double-check user details before saving – Ensure names, email addresses, and roles are correctly entered.

✅ Assign the appropriate permissions – Set access levels based on the user’s responsibilities.

✅ Verify licence assignment – If a user requires platform access, make sure a licence is assigned.

✅ Use the search function – Quickly locate and manage users within the Users Table.

Additional Resources

📌 Related User Guides:

• Managing User Permissions – How to edit and update users access

• Deactivating or Removing Users – Managing user accounts

• Adding More Licences - How to add more oboloo licenses for new users