How do I create new users? (2.0)

This article describes how to add new users to your portfolio

You can only add new users, when you are a Customer Admin.

  1. Log into the portal with your Solytic account
  2. Navigate to Admin > Users
  3. A new window will open with all connected users 
    1. You can delete or edit existing users here
  4. Click "Add new user" in the right upper corner 
  5. Enter the personal information of the new user
    1. E-Mail
    2. First and last name 
    3. Role
    4. Language 
  6. Confirm with "Add new user"
  7. Now a confirmation email will be send to the new user

If you assign the "Customer Admin" role to a new user, this user automatically has access to all sites in the portfolio. If you select the "User" role, you must then share individual sites with this user:

  1. Navigate to Admin > User
  2. Klick on the menu behind the new user name "Actions" and select "Share sites"
  3. Choose the sites you want to share with the new user
    1. You can give specific permissions to the user
  4. Close the window after you shared the sites
  5. Under #Sites you can see how many sites are connected to the user

The steps above are shown again in this product video: