How to Add a New User

Last updated August 31, 2023
Written by Princess Luzadas

Within Felix, you can incorporate numerous staff users into your organisation, each possessing diverse permission levels. An administrator user possessing the requisite permissions can generate new users at their discretion.

To add a new user:

  1. Navigate to Settings > User Management from the main menu.

  2. Click the Add New User button at the top right corner.

  3. Fill out the following fields:
    • (Required) First Name
    • (Required) Last Name
    • (Required) Email
    • (Required) Phone
    • Mobile
    • Position
    • (Required) Security Group - Select an option from the dropdown menu.
  4. Click the Save button. The new user will receive a notification to the nominated email address which will contain the username and password used to log in to Felix.

  5. Upon saving the details, you will be able to add the user to a team and add a team at the same time. Refer to How to Add a User to a Team and How to Add a Team Using the Quick Add Option.

If you receive an Email already taken error, this means the user you wish to add already has an existing Felix account. In these instances, the user in question should reach out to the Support team to either delete his Felix account or you can request to merge the accounts.

To delve deeper into security groups, refer to Understanding security groups.
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