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. Assign a role to the user
4. You can assign more than one role to the user (if applicable).
5. Click Save

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