Managing Users - Phase 2: Adding New Users

Structured AI → Managing Users Phase 2: Adding New Users

 

Managing Users - Phase 2: Adding New Users

Estimated Time

~15 minutes

Current Phase

Phase 2 of 3

What You'll Accomplish

• How to add new users within Structured AI.
• The required fields and information needed to successfully create a user.

• How user creation impacts access and permissions within the platform.
• Best practices for ensuring users are set up correctly and consistently.

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Purpose & Framework	Start Training ➡
Phase 2 Adding New Users	Current Phase ✔
Phase 3 Suspending Users	Start Training ➡

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Follow Our Step-By-Step Training

1. Open Add User Form

To bring a new team member onto the platform, click Add User.
 

 

2. Enter First Name

Please enter the user's first name into the field labeled "First Name."
 

 

3. Enter Last Name

Next, proceed by typing the user's last name into the designated field labeled "Last Name." This step is essential to ensure that the user's information is accurately recorded and properly organized within the system. 

Make sure to enter the last name exactly as it appears on official documents to avoid any discrepancies or errors in the user's profile.
 

 

4. Enter Email Address

Please input the user's email address into the designated email field. Make sure to enter the complete and correct email address to ensure proper communication and data accuracy. Double-check for any typos or missing characters before submitting the form.
 

 

5. Enter Phone Number

Please enter the user's phone number into the designated phone number field. Make sure to input the complete and accurate number, including the area code if applicable, to ensure proper identification and communication.
 

 

6. Fill First Option

Select this option if you want to enable impersonation. By choosing this setting, you grant permission for actions to be performed on behalf of another user, allowing the system or application to operate as if it were that user.

This can be useful for administrative tasks, troubleshooting, or managing user accounts more efficiently.
 

 

7. Fill Second Option

Finally, make sure to select the appropriate role.
 

 

8. Save New User

Please click the Save button to store the newly entered user information securely. Once you have clicked Save, the system will confirm that the information has been successfully updated and the new user details are now part of the database.
 

The upcoming video provides a detailed demonstration on the procedures for maintaining and suspending user accounts. 

The video will explain the process of suspending users, outlining when and why suspension might be necessary, as well as the impact it has on user access and system functionality. 

You've Completed Phase 2 - Move to Phase 3 →