Add a User

Implementation Tip: To learn more about users, check out this article. 

In order for an individual to access Intouch products, receive notifications, etc., they must be added as a user and the user must activate their account.

You have two options for adding your users:

1. Bulk upload all your users.
2. Add individual users manually.

If you have just a few users to add, it is probably easiest to manually create the user accounts.

Add a User

To add a user, navigate to Account Settings and go to the Organization Settings page, then click on Users. Click on the + Create at the top of the listing.

Enter the user's details.

Field	Details
First & Last Name	This are required fields. Enter the user's first and last name.
Job Title	This is an optional field. Enter the user's title.
Email	This is a required field. Enter the user's email address. Must not already exist on a user account. Standard email address validation applies.
Phone/Cell	These are optional fields. Users who have a cell number on their account can receive SMS notifications if triggers have been set up to send using text messaging.
Language	This is a required field. The field is pre-populated with English, but you may change it to French, if applicable.
Timezone	This is an optional field, however, the user's timezone will be referenced to determine how times are displayed in system generated notifications, etc. Download a complete list of all available timezone values.
User Role	This is a required field. Role defaults to User. Select Admin or leave as User. An Admin user has access to all features in the system. If you do not want the user to have access to all features, set their role to User. If needed, you can then grant access to specific features with user permission rules.
Manage Groups	This is optional, however, users will be unable to access Intouch products unless they belong to at least one user group. Begin typing a group name in the field and available matches will be displayed. A user can belong to multiple user groups.
Manage Hierarchy	This is a required field. Select the hierarchy node(s) the user should have access to. Because hierarchy details are required when setting up a user, you must set up your hierarchy and locations before adding user account details.
Notification Settings	Uncheck a notification if it should not be sent to the user, although most user's prefer to (and can) manage their own email preferences. The notification settings will default to Receive all emails but can be disabled, and options will vary depending on whether your organization has access to the IntouchCheck product.
Send activation email	This setting is toggled on, by default. Toggle this setting off if you do not want to send an account activation email to the user. If you prefer to not send the account activation emails you can send them at a later date, using the Send Activation feature that will be available on the user's account after it has been saved.

After you have entered all the user's details, click on Save.

Edit or Delete a User

• Click on the user in the list to edit the user's account details.

• In the editing interface, click on the triple-dot action menu in the upper right of the user's profile and select the Delete User option to deactivate and delete the user's account.