How do I add a new user?

If you want to give someone access to the vendor/contract management application of ISPnext, a user account must be created for that person in the ISPnext environment.

Only users with access to the Admin module (required role: 'Client Administrator') can create users. Within each organisation, there is at least one administrator. New user accounts must be requested from this person.

ISPnext Support is not involved in user management and does not create user accounts on request.
Follow the instructions below to create a user.

1. Navigate to [Admin>General Settings>Users>Add User].
2. Enter at least a username, display name and email address.
   (Filling in a first and last name for the display name is not mandatory, but is recommended.)
3. Below you will find a brief explanation of each field.
   

   Term	Explanation
   Username	This is the user's login name. This can also be an email address.
   Email	The user's email address. Any notifications will be sent to this address.
   Display Name	The name by which the user will be recognised within ISPnext.
   Profile	This is not mandatory; you will only see options here if it has been set up in advance. A predefined profile can be selected here. The user will then automatically receive all roles and categories linked to this profile.

4. Select a profile for the user, or leave this blank and choose user roles manually later.
5. Click 'Add'.
6. Send the user instructions to set a password. This can be done via the 'send invitation' button from the User Settings, or manually via email.

After adding the user, you will automatically be taken to the detail page of the user account. If you have not linked a profile to the user, you can assign specific roles to the user here under the 'Roles' tab.