Adding a new user to the Organization

Overview

This guide explains how Organization admins can add new users to their organization. When you add a user, the Transaction Tool sends an automated email invitation containing the organization URL and a temporary password. The new user can then join the organization and complete the account setup.

Note: This feature is only available to users with the admin role.

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Prerequisites

Before you begin, ensure you have:

• Admin Role: You must be assigned as an Organization admin.

• Organization Access: You must be logged into the organization where you want to add users.

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Step-by-Step Guide

Step 1: Verify Your Organization Context

• Confirm that you have selected the correct organization from the dropdown menu in the top-right corner of the application.

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Step 2: Navigate to Contact List

• From the left sidebar, select Contact List.

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Step 3: Open the Add User Dialog

• Select Add New.

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Step 4: Enter User Details

On the Create New Organization User form, choose one of the following options:

Option 1: Add a Single User

• Email: (Required) Enter the email address of the user you want to invite.

• Nickname: (Optional) enter a display name to help identify the user.

• Select Register User.

Option 2: Add Multiple Users

• Disable the Single Email toggle (this is the default setting)

• Email: Enter multiple email addresses separated by commas in the text field.

• Select Register Users.

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Step 5: Verify User Addition

After adding the user(s):

• The new user(s) appear in the Contact List with a new badge.

• Each user receives an automated email with:

  • The organization URL

  • An auto-generated temporary password

• Users must log in and change their temporary password on first access.

Note: By default, new users are assigned a standard role (not admin). Admins can modify user roles from the Contact List.

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