User Manual
← Back to Roles & Permissions

Adding an Admin or Staff User

Last updated 2026-09-08

For: Admin

  1. Go to User Management → User Accounts.

  2. Click + Add Admin User.

  3. Fill in the user's First Name, Last Name, Gender, Phone Number, and Email.

  4. Choose a Role. The dropdown lists every built-in and custom role available to admin accounts — if the role you need doesn't exist yet, see Creating a Custom Role.

  5. Click Add Admin User.

    The Add User Account form with name, gender, phone, email, and role fields

A verification email is sent to the new user automatically so they can set their password and sign in.