6.1 Add a New User

To provide a clear and concise procedure for adding a new user to the system, ensuring accuracy and minimizing errors during the process

Log In:
- Access the system using your admin credentials
Navigate to Users:
- Locate and click on the "Users" option in the menu bar
Access User Actions:
- Click on the "Actions" button next to an existing user to edit their information, activate/deactivate, or delete users if necessary
Add New User:
- Click on the "Add User" button to initiate the process of creating a new user
Enter User Information:
- Replace the illustrative numbers with the correct information:
  - Country Code: Select the appropriate country code from the dropdown
  - Phone Number: Enter the phone number in the correct format for the selected country
Assign User Role:
- Determine the role for the new user:
  - If the user is to have an admin role, check the "User as Admin" option
  - If not, select the appropriate role from the dropdown menu (e.g., Consumer role)
Save User Information:
- Click the "Save" button to finalize the addition of the new user
Confirmation:
- Ensure that a confirmation message appears indicating that the user has been successfully created
- Note that the new user will receive a welcome email containing links to both the production and sandbox environments

Double-check all entered information for accuracy, especially the phone number format and role assignment
Ensure that the user’s email address is valid to avoid issues with the welcome email