Create a New User

Contents

• Overview
• Pre-conditions
• Steps
• Supplementary Information
• Notes

Overview

To allow someone to use the Clausematch platform, a user needs to be created for them with the appropriate selection of system permissions for their specific role.

Pre-conditions

• System Level Permission: 'Manager Users', 'System Administration'.

Steps

1. Click on the grid icon on the right hand side of the dashboard.
2. Select Admin panel.
3. Select Users and groups tab.
4. Click + New user.
   
5. Fill in required user metadata fields as well as any optional fields too.
6. Switch to the Permissions tab.
7. Select one or more platform and/or portal permissions.
8. Click Create*.

Supplementary Information

If the user should be able to login through the Single Sign On (SSO):

1. Search for the user using the search bar on the right.
2. Click on the user.
3. Enter the External user ID (typically email address) in the External user ID for single sign on field. 
4. Click Save.

Notes