TABLE OF CONTENTS
Context
The steps below will guide you in CGR Platform on how to add a new user to the system.
Important Notes
System Administrator access is required to configure custom forms via admin.
Step-by-Step Guide To Add a User
- Navigate to Admin > Users. When the page reloads, it will show you a list of all users available in the application.
- Click Add.
- Complete the form [see each field below] and click save when finished.
| Field | Description |
First Name [Required] | Add the First Name of the new user. |
| Last Name [Required] | Add the Last Name of the new user. |
| Email [Required] | Add the email address of the new user. |
| Send Invitation (Recommended) | Tick this box if you want to send an invitation email to the user to set up their account. Please note that this is not used [typically hidden] for applications that use SSO [single sign on] integration. |
| External User ID | Use this field if you want to set an ID for user matching with SSO integration. |
| Password/Confirm Password | Enter and confirm the password if you didn't tick the "send invitation" check box. For security reasons, this is not recommended. Please note that this is not used [typically hidden] for applications that use SSO [single sign on] integration. |
| Position | Text field for the job title. |
| Default Register (or Project) [Required] | Select the default Register for this user. |
| Default Location | Select the default Location for this user [when Location field is enabled in the CGR Platform]. |
| Default Business Unit | Select the default Location for this user [when Business Unit field is enabled in the CGR Platform]. |
| Supervisor | Select the Supervisor of the user. |
| Time Zone [Required] | Select the Time Zone of the user. |
| Language | Select the user's preferred language. If a translation is available in the system, the user will see the field displayed in that language. |
| Security Groups | Select the groups as per the required level of access for the user. |
| Clearance | Select the sensitivity level for document classification that the user will have access to. Please note that this will not display if it is not enabled in your CGR Platform. |
| Expiry Date | Select a date if you want to deactivate this user automatically. |
| System Administrator | Tick this box to make the user a system administrator and grant them access to the administration section. |
| Settings | Enable Notifications | Untick this box if this user does not want to receive any notification emails. |
| Settings | Active | Untick this box if this user should be inactive. |
| Settings | Enable Password Authentication | Enable the password authentication. |
| Settings | Enable Mobile | Untick this box if this user does not require access through mobile application. Please note that the mobile application needs to be enabled by CGR. |
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