How to Add a User

Open the Create User dialog

1. Open Admin Portal → Users.
2. Click + Create.

The Create User modal opens. Use × in the header or Cancel at the bottom to close without saving. The form can scroll; required fields show a red asterisk next to the label.

Fill required fields (top of the form)

These fields appear at the top of the dialog. Text fields show a character counter (for example 0/100) and a placeholder such as Enter text here.

Field	What it is	Notes
First Name *	Legal given name	Single-line text, up to 100 characters.
Last Name *	Legal family name	Single-line text, up to 100 characters.
Email *	Login ID and notification address	Single-line text, up to 100 characters; must be unique in the tenant.
Role *	Permission bundle	Dropdown — choose Select… then pick a role.
Sites *	Authorized location(s)	Dropdown — choose one or more sites as your product allows (often multi-select with tags).
Password *	Initial sign-in secret	Single-line field with a show/hide (eye) control.

Password complexity (all must pass)

Under Enter a password, the form lists rules and shows whether each is met. All of the following are required:

• At least 8 characters
• At least 1 number
• At least 1 lowercase letter
• At least 1 uppercase letter
• At least 1 symbol (for example @, #, $)

Until every rule is satisfied, treat the password as incomplete even if the field is not empty.

Optional fields (scroll down)

Scroll the modal to reach labor, location, and contact fields. None of these are required to create the user.

Field	What it is	Notes
Hourly Rate	Labor cost rate	Value entry; placeholder Insert a value (used for labor cost reporting).
Country	Region	Dropdown — Select… then choose a country.
Address	Street / office	Multi-line text area, up to 100 characters.
Job Title	Role title on record	Single-line text, up to 100 characters.
Phone Number	Contact / SMS where enabled	Single-line text, up to 100 characters.

Custom fields

If your organization defines user custom fields, they appear under a CUSTOM section (below the standard fields). Complete any that your process requires before submitting.

Save the user

1. Review required fields and password rules.
2. Click Submit to create the user.
3. Click Cancel to discard and close the modal.

After creation, assign a license and confirm the green Licensed badge before the person can sign in—see Key operational logic.

Quick reference — all attributes

Attribute	Description	Required?
First Name	Legal given name for identification.	Yes
Last Name	Legal family name for identification.	Yes
Email	Unique login ID and destination for system alerts.	Yes
Role	Permission level (RBAC).	Yes
Sites	Location(s) the user may access.	Yes
Password	Initial credentials; must satisfy all complexity checks above.	Yes
Hourly Rate	Cost per hour for labor reporting.	No
Country	Geographic region.	No
Address	Physical address.	No
Job Title	Professional designation (for example, Senior Electrician).	No
Phone Number	Contact for alerts and dispatch.	No

Related

• User Management overview
• Key operational logic