Documentation / Users & permissions / Create a user and first sign-in

Create a user and first sign-in

Introduction and orientation

Create another user, configure their access and provide their first sign-in details. Company administrators work within their permissions; server administrators first select the Company they manage.

After contract signing, the software provider or the relevant partner/reseller creates the account, Company and Locations and registers/assigns the new Devices. The customer therefore enters a prepared environment.

Security

The specific default password is deliberately excluded from the public documentation. Credentials are provided to the customer by the software provider or the partner carrying out onboarding.

Steps and settings

  1. Open users in the relevant Company. You need permission to add users.
  2. Create a user with the + button. Select +, enter the user’s name and save.
  3. Set the role and permissions. Check the new user’s details and set their role and permissions if authorised.
  4. Provide the sign-in details. Share sign-in details through the agreed channel and verify the first sign-in. Do not assume an email invitation is sent automatically.
  5. Complete the first sign-in and password change.

    The administrator who created the account provides the new user with sign-in details and a default password. At first sign-in, the system prompts them to create their own password. The new password must contain at least 8 characters, including a lowercase letter, an uppercase letter and at least one non-letter character, such as a digit or special character. Both password entries must match.

Resetting a password

Use the password reset action in the user detail and confirm the dialog. The interface offers resets for other users according to permission to edit them; a signed-in user can also reset their own password. After a reset, the user sets their own password at the next sign-in; resetting your own password signs you out.

Related topics and next steps

After sign-in

The user sees the environment allowed by their role and permissions. Standard customers work in their own Company; Server Edition users may be granted cross-Company access.

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