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First you set the username and whether they can log in via email address, then whether you want to email the user an activation code or specify a password for them.

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Now enter the user's details including name and email. All the text fields on this tab must be completed. Depending on your subscription you may see more mandatory fields here than first name(s), last name and email address. Checkboxes, if they appear, when marked as mandatory, mean that it is mandatory that they are yes or no.

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Optional details

These include non-mandatory fields. By default these are items such as group, title, phone number and department but your view may be different.

Featured here are is the group selector. If you have many groups, the search will reduce the list as you type. You can all create a new group if what you enter is not already in the list.


Which permission sets should be assigned to the account. Default permission sets are already selected. Clicking on the permission set description will open that permission set.

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