User Details

What is this?

This step involves entering the basic details of the new user.

First, you can upload a profile photo by clicking on the avatar. The employee will be able to change this image later.

Next, enter the Email address — this is a required field. The system will automatically suggest a first and last name based on the email if they are included in the address.

Fill in the Employee ID. This value will be displayed in the user’s profile and can be entered manually or generated automatically by the system.

Create a password between 8 and 15 characters long, using a combination of uppercase and lowercase letters and numbers. If the system generates the password, no confirmation is required.

You can also enable the following options: change password on first login, send notification email.

If sending a notification email, you must select a template for the welcome message.

Once all fields are completed, proceed to the next step.

Additional resources:

Creation Method

Roles

Teams

Projects

Spaces