This guide looks at how to add operational users to your platform, a new user could be a colleague, employee or team member - really anyone who you would like to collaborate and work together with through your platform.

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Step 1. Locate the settings for managing users

You can access all the settings for your platform by clicking on the 3 vertical dots icon at the top left of your screen (as seen below). You will then be presented with the Settings screen where you will be able to manage accounts, preferences and notifications. By clicking on the Manage Users option you will be presented with the Users screen.

Step 2. Add a user

Once you click the Manage Users option, you will see a list of current users within your organisation. You can click on any existing users to view and edit their details and settings. You can also click the Add User option to get started with adding a user to your organisation.

Step 3. Create the new user profile

When you click on the Add User option you will see the Create User screen. Here you can complete the necessary personal details of the new user.

Step 4. Create the new user role

In addition to completing the necessary personal details of the new user you will also need to decide on the role they will have in your organisation. In most scenarios you would choose their role based on the following:

• Mediator. Choose this option if you would like the new user to be able to manage cases within your organisation but do not require them to have access and control over organisation settings like branding, billing etc.
• Organisation Admin. Choose this option if you would like the new user to be able to manage cases in addition to having access and control over organisation settings like branding, billing etc.

When you are finished you can click the Submit option to finalise the process of adding a new user to your organisation.

Step 5. An email invite will go out to the new user

Once you click the Submit option within the Create User screen the new user will be added to your organisation and their new account will be created automatically. The new user will receive an email at the address you nominated with a link to onboard them.

Conclusion

If you have followed the steps, you will have added a new user to your organisation. A new user could be a colleague, employee or team member - really anyone who you would like to collaborate and work together with through your platform. Have a think about the potential use cases in your own dispute resolution processes and for your organisation.

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