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. |
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