INS 7.2 Create a user
- Select + Create new user.
- Enter the First Name.
- Enter the Last Name.
- Enter a valid Email address.
- Enter the initial Password, following your organisation's password policy.
- Select the Role: admin or user. The creation form offers these two.
- Review every value and select Create.
- Return to User management and confirm the new record's tenant, role and status.
This is also the working route to add an agent to Insights. because + Add agent on the Agents page does nothing in this release (see INS 5.3).
Grant admin sparingly. The admin role reaches Roles & permissions and Billing on the Insights side, which are tenant-wide.
Figure key, Create new user form
- Form title.
- First Name field.
- Last Name field.
- Email field.
- Password field.
- Role selector, offering admin and user.
- Create button.