Flows/Create a user

flowaccess-governanceCARE 3.0+

Overview

Create a user from an organization, responsibility, or department Users tab.

Pre-requisites

You have Can create User in care.

Steps

1. Open Users

Open an organization, supplier, responsibility, or department and select Users.

2. Open the form

Select Add User.

3. Enter details

Provide the person's required name, unique username, email, password setup method, phone, and gender. Prefix, suffix, government organization, and Responsibility/Designation assignments are optional.

📝 Note

Username and email cannot be changed later. Passwords require at least eight characters, uppercase and lowercase letters, and a digit.

4. Create

Select Create User. If using an email invitation, Care sends a password setup link.

5. Link the user

Unless the current responsibility was already assigned, Care opens Link User. Select a role to complete the membership.

Expected Outcome

Care creates and links the account and sends an invitation when selected.

Concept: Concepts/User
Reference: References/User & Skills