Creating a New User
If you are an Admin user, you will be able to invite new members of your team to create a Virtual Facility account.
To do so, navigate to the Users page and click on the “Create User” button above the user tile list.
Doing so will surface a new user profile with required fields. The article Understanding User Roles can help you select the best user role.
Required:
- First Name
- Last Name
- Role
- Email
Optional:
- Organization
- Phone
- User Title
Upon completion, click "Send Invite" to dispatch an email invitation for the user to join Virtual Facility.
Invited users will have a "Pending" indicator on their tile until they complete the set up process through the link sent to their email.
Through the email, users will be asked to finalize their account set up by creating a password and verifying their email.