Adding a user

Everyone who signs in to Certainty is created here, whether they are a colleague or a client. The whole job is one form.

1. Open the Dashboard and stay on the Users tab.
2. Click Add User.
3. Fill in First Name, Last Name and Email. The email is the address they sign in with, so use the one they actually read.
4. Pick a Role. The role decides which modules they can open and what they can do inside them.
5. Pick their Organizations. You can select several, or none for now and add them later.
6. Click Add User.

There is no company field and no password field. The new account is filed under your own company automatically, and nobody ever sets a password.

Certainty emails them a welcome message with a Log In to Certainty button. On the sign-in page they enter their work email and receive a single-use six-digit code, valid for five minutes. Addresses on the company Microsoft domain are handed to Microsoft sign-in instead.

The person now appears in the Users table with an Active status, the role you gave them, and the organisations you chose. If they should not have been able to sign in yet, use the row’s actions menu and Deactivate.