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.
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.
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.
Step 2: Navigate to Contact List
From the left sidebar, select Contact List.
Step 3: Open the Add User Dialog
Select Add New.
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.
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.
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