Creating a User Account

Org Admins can create a new user account on the Onboard platform by following these steps:

1. Log in to the Onboard portal and navigate to the User Management page from the left-hand navigation bar by clicking the 👥 icon.

1. Click the CREATE NEW USER button at the top of the page. This will open a form to enter the new user’s details.
2. Fill in the required fields:
   
   • email address
   • first name & last name
   • username
3. Organization field is not editable. Your Organization will automatically be applied to the new user
4. Under Add a Role, assign a role to the user from the dropdown
5. You can assign more than one role to the user (if applicable).
6. Click Save

A welcome email with login details will be sent to the provided email address.

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⚠️ If you would like to create another user with Admin permissions, please contact support@onboarddata.io