Manually create a user

Find out how to create a new user via the administration

Written By Zemtu

Last updated 16 days ago

Overview

If you want to create a user as an administrator, different settings need to be made depending on the setup. In addition to the personal data, you can assign a rate plan to the user, whether there are payment adoptions, and if you are working with another system, an external user ID can also be entered.

What steps need to be taken?

Create the user

Zemtu β†’ Users

This form is a two-step form. In the first step add a Username, Password, Password confirmation, First name, Last name, Email address and Primary organization.

In the second step you can add a lot more information about the user.

πŸ’‘ If your users are connected to an external service, go to the tab Setup and add the External user ID.

Optional: Create the Accreditation

Zemtu β†’ Accreditations

If your organization uses the accreditation feature, you need to create an accreditation for this user.

Optional: add a rate plan for this user.

Optional: Add a payment adoption

If another person or company pays the bill for the respective purpose, a payment adoption can be created.

Optional: Add a coupon

Coupons