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Create a New User

This is where you add a new user to the system. Think of it like filling out a registration form for someone who needs access to the platform. You enter their name, contact details, address, company, and role. Once you save, the system creates the...

Written by Ronny Christensen
Updated over 3 weeks ago

What This Screen Does

This is where you add a new user to the system. Think of it like filling out a registration form for someone who needs access to the platform. You enter their name, contact details, address, company, and role. Once you save, the system creates their profile and they can start using the dashboard.


How to Get There

  1. Open the dashboard.

  2. In the left-hand menu, click User.

  3. Click the + New User button in the top-right corner.

  4. You are now on the Create a New User screen.


Step-by-Step Guide

1. Upload a Profile Photo

  • On the left side of the form you will see a photo placeholder.

  • Click it to open the image uploader.

  • Pick an image from your computer.

  • Accepted formats: JPEG, JPG, PNG, or GIF.

  • The image will be cropped into a square (1:1 ratio). Adjust the crop area and confirm.

  • This field is required. You must upload an avatar before you can save the form.

2. Set Email Verification

  • Below the photo you will see an Email Verified toggle.

  • By default it is turned on (verified).

  • If you turn it off, the system will automatically send the user a verification email when their account is created.

  • Leave it on if you have already confirmed the user’s email address yourself.

3. Fill In Personal and Contact Information

These fields appear on the right side of the form:

Field

Required

What to Enter

Full Name

Yes

The user’s full name (first and last).

Email Address

Yes

A valid email address. Must follow the standard format (e.g. name@example.com). This is used for login and notifications.

Phone Number

Yes

The user’s phone number.

4. Enter Location Details

Field

Required

What to Enter

Country

Yes

Start typing the country name and pick it from the dropdown list. Each option shows the country flag, country code, and phone dial code for easy identification.

State/Region

Yes

The state, province, or region where the user is located.

City

Yes

The city name.

Address

Yes

Street name and number.

Zip/Code

Yes

The postal or ZIP code.

5. Enter Company and Role

Field

Required

What to Enter

Company

Yes

The name of the company or organization the user belongs to.

Role

Yes

The user’s role or job title (e.g. “Manager”, “Staff”, “Admin”). Type it in as free text.

6. Save

  • Click the Create button at the bottom-right of the form.

  • The system will:

    1. Validate all your inputs.

    2. Create the user record.

    3. Redirect you to the user list page.

  • You will see a green “Create success!” notification at the bottom of the screen.


What Happens Behind the Scenes

You click "Create"
        |
        v
Form validates all fields (Yup schema)
        |
        v
All required fields are checked — name, email, phone,
address, country, state, city, zip code, company, role, avatar
        |
        v
If validation fails → red error messages appear under the fields
        |
        v
If validation passes → user record is created
        |
        v
Success notification appears ("Create success!")
        |
        v
You are redirected to /users/list (the user list page)


Troubleshooting

“I filled everything in but the Create button does not work”

  • Double-check that all required fields are filled in. Every field on this form is required except the Email Verified toggle.

  • Look for small red error messages below the fields — they tell you exactly what is missing or wrong.

  • Make sure the avatar has been uploaded. Unlike some other forms, the profile photo is required here.

“The email field shows an error even though I entered an email”

  • The email must be in a valid format, such as name@example.com.

  • Check for accidental spaces before or after the address.

  • Make sure you have not included any special characters that are not allowed in email addresses.

“I cannot find my country in the dropdown”

  • Start typing the country name in the Country field. The list filters as you type.

  • Make sure you are spelling the country name in English (e.g. “Germany” not “Deutschland”).

  • If the list appears empty, try refreshing the page — the country data may not have loaded correctly.

“My profile image did not upload”

  • The image must be a JPEG, JPG, PNG, or GIF file.

  • It must not exceed the maximum file size allowed by the system.

  • Try a different image if the current one keeps failing.

  • If the upload tool does not open at all, try using a different browser.

“I got an error after clicking Create”

  • A red error message will appear. Read it carefully — it usually explains what went wrong.

  • Common causes: duplicate email address, a server timeout, or a field that was accidentally cleared.

  • If the error is unclear, try again. If it keeps happening, contact support and include the error message.

“I do not know what to put in the Role field”

  • The Role field is a free-text input. Type whatever role or job title describes this user best (e.g. “Administrator”, “Sales Rep”, “Trainer”).

  • There is no predefined list — you can enter any text you like.

  • Keep it short and consistent with how you label roles for other users.

“I turned off Email Verified — what happens now?”

  • When you turn off the Email Verified toggle, the system will automatically send a verification email to the address you entered.

  • The user will need to click the link in that email to verify their account.

  • If the user never received the email, check the spam folder or verify that the email address is correct.

“The form cleared itself and I lost my data”

  • This can happen if you navigated away from the page or if the page was refreshed.

  • The form does not save drafts automatically. Fill in all the information in one session and click Create when you are done.

  • Avoid using the browser’s back button while filling out the form.

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