Add a New User in Matters.Cloud

Introduction

In this article, we'll guide you through the process of creating a new user within the Matters.Cloud platform. Properly managing user accounts is crucial for maintaining organisational security, compliance, and efficient workflow.

Creating a new user in Matters.Cloud involves a series of steps that ensure the user is set up with the appropriate permissions and access levels to perform their role effectively. This guide will walk you through each step, from accessing the administrative interface to configuring user settings and permissions. 

Pre-requisites

The user perfoming these steps must be a member of a role with the 'System admin' permission assigned.

Access Users Page

To access the user setup page select Setup > Users from the left hand menu.

Adding A User

Step 1: Select Invite user

Then click the Invite user button to open the Invite users form and type in the users email address:

The following provides an explanation of each field:

Option	Description
Email	User’s email address
Timezone	This timezone in which the user is located.
Language	The language the user will use when accessing the application.
Send invite email	This determines whether to send an invitation as part of creating a user, or whether this will be sent at a later time via the user list page.

Click the Submit button.

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