System Admins can create new users in Quadient AP. Users can be created one by one or using the Batch Create User option.
Create a new user
Navigate to Settings - User Management, and select Create User to open the Create User Menu.
In the Create User Menu, enter the following information:
- First Name: Enter the user's first name
- Last Name: Enter the user's last name
- Email Address: Enter the user's email address. This will be the username required for login, all users require a unique email address to log in to Quadient AP
- Confirm Email Address: Confirm the email address entered above
- Auto Capture Email : This is created automatically based on the user's email address
- Manual Capture Email : This is created automatically based on the user's email address
- New Password: This is a single-user password for the user's first time logging into Quadient AP. The user must change this password before they can access the platform
- Confirm Password: Confirm the password entered above
- Email Aliases: Email Aliases allow notifications to be forwarded to other email addresses. Learn more about this here
- Roles: You can assign different roles to the users based on the features and workflow tabs you want them to access. Learn more about this here
- Home Org Unit : This is the default organizational unit of the user
- Additional Org Units: After selecting the Home Org Unit, you can give the user access to other organizational units by adding them here
Click Save to set up the new user.