Certica Products

Adding Users

Updated Jul 30, 2021

If you are an administrator, you can add new users to a client group.

To view a video on adding a new user, refer to Training Videos.

Click Person Icon

If you have access to more than one context, click the person icon on the navigation bar [1], and choose a Context [2]. See Context Switching for more information on contexts.

Click Globe Icon

Click the Globe icon on the navigation bar [1], and choose a workspace [2].

Select Users Panel

Click the Users panel [1] to see a list of current users. Click Add User [2].

Enter User Information

Enter the user’s email address and click Continue.

Enter a First Name and a Last Name for the user. You may also enter or select other information, which is optional. 

Click Continue. The next step is to Assign Roles & Permissions for the user.

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