xFluid - How to Create a User

Follow the steps below to add a new user and assign appropriate permissions and access:

1. Log in to your account.
   Once logged in, you’ll land on the Overview page.

2. Navigate to the user management section.
   Click Admin → Users → New User.

3. Enter the user’s information.
   Fill in all required fields.
   We recommend setting a simple, temporary password (for example: anova20).

4. Send the welcome email (recommended).
   You can either:

   • Send a welcome email, allowing the user to set their own password, or

   • Share the temporary password directly.
     Sending the welcome email is the preferred option, as it ensures a secure password setup process.

5. Set the permission profile.
   Scroll down to the Permission Profile section.

   • Start with General User for standard access.

   • You can update permissions later if the user requires additional access.
     (A separate tutorial explains how to create custom roles with specific permissions.)

6. Click “Create User.”
   Once all information is confirmed, click the Create User button to save the new account.

7. Manage location access.
   After creating the user, scroll down to manage their access to specific locations:

   • A half-blue square indicates partial access, allowing you to select locations individually.

   • A fully blue square indicates full access to all locations within the account.
     For this example, select Partial, then click Next.

8. Assign owner visibility.
   Choose which owners the user should be able to view:

   • Fully blue = access to all locations under that owner.

   • Half blue = partial access; select specific locations manually.
     Again, choose Partial, then click Next.

9. Finalize the setup.
   After selecting the locations, click Finish and wait for the page to reload.
   Once the process is complete, your new user will be successfully created.