Add a New User | Pattern Help Center

🧭 Navigating to the Users Tab

In the left-hand side bar, click your name.
In the menu that appears, click Users.
- This opens the Admin Portal, where you can manage Users and organize Org Units.

In the Admin Portal, confirm you're in the User Tab.
Click Create New User.
Enter the email address of the new user.
- TIP: You can also enter multiple email addresses if you want to assign the same permissions to several users at once.
Select a role and assign Org Unit access.

Note:
- Toggle All Org Units to give full access or select specific regions to limit access.
Click Create User.

Once created, the system automatically sends an activation email from notifications@pattern.com to the new user.

When a user receives the activation email and logs in, their status in the user list changes from Pending to Active.
If a user doesn’t receive their activation email, you can resend it by clicking the three dots (…) next to their name and choosing Resend Activation Email.

To change a user’s role or region access:

Note: The user will need to log out and back in for the new permissions to take effect.

If you need to remove a user’s access:

Click the three dots (…) next to Edit Profile, and click Deactivate User.
- The user will move to the Inactive tab.
To reactivate a user later, go to the Inactive tab and click Reactivate.
To permanently remove a user, select the 3 dots and then Delete User.

Action	Location	Description
Add New User	Admin Portal → Create New User	Add individual or multiple users
Edit User	Admin Portal → Edit Profile	Update roles and regions
Deactivate / Reactivate	Admin Portal → Three-dot menu	Manage user access
Delete User	Admin Portal → Inactive Tab → Delete	Permanently remove user from PXM