Add New Users

This document shows how to add new users to your Valstorm account.

There is a video guide at the bottom if you'd prefer to follow along.

Step 1: Navigate to the Admin Workspace

1. Locate the global search bar at the top of the screen.
2. Ensure you are currently in the Admin Workspace (you will see "Admin" displayed when selected).

Step 2: Access the "New User" Form

1. Click into the global search bar.
2. Type or select "New User" to navigate to the User Creation page.

Step 3: Enter User Details

Fill in the basic profile information for the new user:

• Email
• First Name
• Last Name

Step 4: Configure Permissions

Assign the necessary access permissions based on their role:

• Administrators: If the user is an admin, assign all Admin permissions.
• Standard Users: If they only require regular access, assign the appropriate User-specific permissions.
• Manager Field (Crucial Rules):
  • Only specify a manager if that person is the direct manager of the user.
  • If they are at the same organizational level as you, do not add a manager.
  • Never attempt to make yourself a manager of the user.

Step 5: Assign Roles

Every user must be assigned a role to complete the creation process:

• Role-Based Setup: If your organization uses role-based data sharing, select the role that determines which records are shared or hidden from them.
• Simple/Flat Setup: If you don't need to automatically share or hide data (e.g., everyone has the same level of general visibility), select the standard System Role.

Step 6: Submit the Form

1. Click Submit at the bottom of the page.
2. The user will receive an automated email containing a link to set their password.

Video Guide

Direct Stream: Video