How to Add a User
Creating a user account on our platform allows you to access all the features and functionalities tailored to your needs. Follow this guide to set up new user accounts quickly and efficiently.
Step 1) Log In and Navigate to User Management
Begin by logging into your Hapax account. Once logged in, locate the User Management section on the left side of your dashboard. This is where you can view, add, or manage users.
Step 2) Select “Create New User”
At the top right corner of the User Management page, click on the Create New User button. This will open a form where you can enter the new user’s information.
Step 3) Fill in the User Details
Complete all required fields in the form, such as the user’s name, email address, title, and any groups, departments, or teams they belong to. Ensure the details are accurate to set up the account correctly.
Step 4) Click “Create User”
Once the required information is filled out, you will be able to select the Create User button at the bottom of the form to finalize the setup.
Done!
The new user account is now created and will appear in your User Management list. You can start managing permissions, view recent activities, and update user information anytime. By following these steps, you can easily add new users, helping your team maximize their use of our platform.