Creating New Users | OpsAnalitica University

To create a new user, go to the left navigation menu and select Admin, then Users.

On the top right-hand corner, you will see a red button that says “+ New User”, click on this to create a new user.
An email is required to create a new user, and it cannot already be in the system.
- If the email already exists in the system, when you hit create you will get an error message and you will need to locate that user account and use it.
Make sure that your new user is selected as “Active” in the dropdown on the top right-hand side where it says “status” (unless you don't want them to be using the platform right away, then make them inactive).
1. Once a user is saved, they cannot be deleted, instead, they can be made “active” or “inactive” (To learn more about why this is, go to our FAQ).

Field	Required/Not Required	Explanation
Title	Not Required	Job Title: not used in any reporting
Status	Required	Active means the account is accessible and can be used, Inactive means it is disabled.
First Name	Not Required	First Name, for store accounts we may use Store # or Shop. To learn more about Store Accounts go to our FAQ.
Last Name	Not Required	Last Name, for store accounts we may use Store # or city state.
Email	Required	There can only be 1 unique email address on the entire platform. The account will not create if you have duplicate email addresses. The email address doesn't have to be real, meaning it doesn't have to be able to receive emails, but it has to be formatted like an email address. Fake email addresses cannot use the Forgot Password functionality. Fake Email addresses cannot have email notifications sent to them.
User Identifier	Not Required	This is reserved for an identifier from another system. This is how we link accounts in the OpsAnalitica system with the accounts in an SSO system as an example.
Tags	Not Required	Tags are not required buy you should absolutely follow the bullet below. Users should be tagged with the hierarchy tag that represents which location(s) they should see. Examples: Store Number District Name All Locations. Users can be tagged with many other tags like Auditor or Pencil Whipper.
Mobile	Not Required	Not used in any reporting
Generate Password	Not Required	In the top image above you can see Generate Password Checked. The next article will explain the different Password Creation Options.
Roles	Required	At bare minimum you have to assign 1 role so the use has permission to be in the platform. The most common roles for end users are Inspector, and View Reports.

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