Create a user

Where: Users → Users

1. Click + create user.

2. Enter the user’s Name (display name shown across the platform).

3. Enter the user’s Email (used for login and notifications).

4. Select a Role from the dropdown.

   Role	Who it’s for
   Normal user	Approvers and end users
   Bookkeeper	Finance staff who code documents before approval
   Consultant	ECIT consultants — managed at broker level, not per client
   Admin	Full access to all client settings

5. Configure permissions (edit rights and archive visibility) — see Set a user’s edit permissions and Set a user’s archive visibility.

6. Click Save.

Note

The user is created in invited state. No invitation email is sent until you choose to send one.

Related: Send an invitation email to a user · Bulk-invite users at go-live