Access the system in the environment where you intend to register a new user. It is important to emphasize that each client has an exclusive environment, which means that all registrations and information generated in this space are confidential and private.
In the left sidebar menu, click 'Users'.
Next, on the right side of the screen, click '+ Add User'.
The fields that must be filled in are marked with a red asterisk (*) next to them.
The "Role" field will be automatically filled with the "Admin" option, indicating that the user being registered will have administrative permissions. This will allow them to perform all actions within the environment.
The other fields must be filled with specific user data, including name, email, password, country, and time zone. Additionally, you can select the preferred language for using the system, with the available options being English, Portuguese, and Spanish.
Enable the "Receive KPIs Report" field to receive system KPIs via email weekly.
The "Workflow Group List" field refers to the approval flows enabled in the environment, and whether this user should participate in them. To better understand how to configure or verify these flows, please contact support.
Once all fields are filled, click "Submit" to complete the registration.