Creation Method
What is this?
There are three available methods for creating users, each suited to different scenarios and designed to speed up the setup process.
You can start "from scratch" and manually enter all user details: name, contact information, roles, teams, etc. This approach is especially useful when setting up the first employees in your company or when you need to define unique configurations without relying on existing templates.
If similar user accounts already exist in the system, it’s more efficient to create a user by copying an existing one. In this case, key data such as roles and team memberships are duplicated. This method speeds up the process, ensures consistency, and reduces the risk of input errors.
When you need to add multiple employees at once, the best option is to import users from a file. This allows you to upload several accounts simultaneously, significantly reducing setup time and minimizing the chance of typos.