How do I create a user?

This article is intended for admins who are looking to create new users. To learn more about users and their permissions, read the user permissions article.

Creating a new user individually

1. Open the account menu and select Users and groups.

   
   
   .​
2.  Choose the tab for the type of user you want to create — Advisers, Assistants, or Admins.  Press Create Adviser (or Create Assistant / Create Admin, depending on the tab). ​

3. Fill in the required details and click Create Adviser/Admin/Assistant. The user will then automatically receive an email inviting them to set their password and the new user's status shows as Invited.

   

4. You can search the list of Advisers at any point, by name or email, and filter by status (Active, Archived, or All — Active is the default).

​