Print

Help Centre Entry: Create User

Add a new user to your tenant with role-based access and login control.

๐Ÿ” Access Control

  • Only Admin users can access this section
  • From the Dashboard, go to User Management โ†’ Users
  • Click the New User button to open the creation form

๐Ÿงพ Required Fields

Field Example Notes
Name* Jane Doe Full name
Email* [email protected] Used for login and notifications
Role* Accounting Manager Must be pre-created
Mobile No +44 7123 456789 Optional, use country code
Login is Enable Toggle ON to allow login access

Important:

  • Roles must be created beforehand โ€” use the Create Role link if needed
  • If login is disabled, the user cannot access the system even if active

โœ… Best Practices

  • Assign roles immediately during creation
  • Use work emails for audit clarity
  • Keep login disabled for placeholder or audit-only users
  • Review user access quarterly or during team changes

The all-in-one ERP that simplifies your workflow. Create dynamic proposals, manage invoices, payroll, and sales all in one seamless platform.

Integrate Path ยฉ 2025, All rights reserved.