How to create users?

In the How to create user lists? section, we learnt how to create a user list where we created a user list called EMPLOYEE. Let’s create a user named John Smith in the EMPLOYEE user list with the following details:

• Email address: [e-mail]

• Phone Number: 9876543210

• Designation: Manager

• Role: Department Head

Let’s add in a condition that the user must be deactivated after 26/08/2021. Let’s begin.

To create a user,

1. From the Studio dropdown list in the menu bar, click Manage users. The User Lists screen is displayed.

Selected user list

2. From User Lists, select the user list name to which you want to add the user.

3. On the top right of the screen, click Add New User.

Add new user

The new user details screen is displayed.

4. Under General Details, enter/select the following details for the user:

Field	Description	Value to enter/select
Name*	The name of the user	John Smith
Email*	The email address of the user	[e-mail]
Phone Number*	The phone number of the user	9876543210
Designation	The official designation title of the user	Manager
Roles	The roles to be assigned to the user	Department Head
Auto Expiry Date	The date on which the user is to be deactivated	26/08/2021

The six parameters mentioned above are the default parameters. To add any other field, refer How to add custom user list parameters.

The name, phone number and email address of the user are sufficient to create the user. We can come back and enter the values for the remaining parameters and assign more roles to the user at a later point. Refer Assigning custom roles to users.

5. To add groups to the user profile, under Group Details, click Add Groups and select the values for the following fields:

Field	Description
Group Name	The name of the group in which the user should belong
Group Role	The role to be assigned to the user within a group For more details, see Terminology.

Note: You can add multiple groups for a single user. To do so, under Group Details, click Add Another Group and add the group details as described above.

6. At the bottom right of the screen, click Create User.

The confirmation box is displayed.

7. In the confirmation dialog box, click Create. The user John Smith is created.