Users
Create a User Profile
Learn how to create an individual user profile in KREDO.
Admins can create individual user profiles in KREDO by entering the user's personal and organizational details.
Create a User Profile
Steps
- From the Admin Dashboard, select the Users icon in the left panel.
- On the Users page, select Create.
You can choose to create an individual user or add users in bulk. - Enter the user's details in the following mandatory fields:
- First Name
- Username
- User Role
- Enter the following optional details, if required:
- Last Name
- Phone
- Country
- City
- Select the relevant values in the following optional fields:
- Groups
- Job Role
- Level
Note: A group, job role, or level can be created before creating the user. Once created, these values can be selected from the Create User panel.
Note: To enable SMS notifications for the user, enter a mobile number in the Phone field. If a Country is selected, you do not need to enter the country code. KREDO automatically identifies the international code in the backend.
- Add any required Custom Fields.
Custom fields created under Settings are automatically displayed in the Create User panel.
For more information, see Custom Fields →. - Select Create to save the user profile.
A welcome email is sent to the email address entered in the Email field. The email contains a welcome message and the user's login credentials. - The newly created user appears in the Users list.