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How do I add a new user in ANVL Insights?

Learn how to create a new user account in ANVL Manager so a new hire can access workflows and site resources.

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Written by Jeff Mann
Updated this week

Answer

Use Users in ANVL Insights to create a new account for an employee, contractor, or other user who needs access to ANVL Workflows, ANVL Insights, or both. User roles and Group assignments determine what the person can access and do in ANVL.


Steps

  1. Open ANVL Insights.

  2. Go to Users.

  3. Select Add User.

  4. Enter the user details:

    • First Name

    • Last Name

    • Username

    • Email

    • Phone, if needed

  5. Assign the appropriate role or roles:

    • TECH for ANVL Workflows

    • ADMIN for ANVL Insights

  6. Assign at least one Group.

  7. Select Create.

Additional Details

  • The Username cannot be changed later.

  • Use your organization’s standard naming convention for usernames.

  • The Email should match the user’s actual email address exactly.

  • If your organization uses SSO, the email must match the identity provider record.

  • A phone number may be required for certain roles or notification settings.


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