Why this matters: Give team members the right access quickly. This helps everyone work together securely and keeps your business compliant.

Quick Start

1. Go to User Management and select Manage Users.
2. Fill out the Basics panel.
3. Complete the Additional Information panel.
4. Set an Expiration Date if needed.
5. Click Save to send the invitation.

Open Manage Users

From the left-hand menu in Insentric Admin view, click Manage Users under User Management to open the form for creating a new user. Click Add User as a next step.

Add User Info & Send

Fill out the required details in the form:

• Basics: Enter the user’s email address, first name, last name, and select a role. For details on role setup, see Creating User Roles in Insentric.
• Additional Information: Choose the preferred language, time zone, and login method (Google Sign-On or username/password).
• Expiration Date (optional): Set an end date for temporary access, if needed.

When you’ve completed all fields, click Save. The system will email the user an invitation to finish setting up their Insentric account.

Next Steps

Once the user accepts the invitation email, their account will be fully set up and ready to go.