Add a New User

Overview

This guide walks you through the process of adding a new user to the Organogram Admin system. You'll learn how to access the user management section and create a complete user profile.

Prerequisites

• Access to the Organogram's Workspace Admin Platform
• User's basic information (title, first name, last name, gender, phone number, username, alternate email, and staff ID)

Step-by-Step Instructions

Step 1: Access the User Management Section

1. Log into your Organogram Workspace Admin platform at admin.organogram.app

2. On the left sidebar, look for the Directory section.
3. Click on "Users" under the Directory section which would take you to the user list page.

Step 2: Navigate to Add New User

1. On the Users page, you'll see the current user list
2. In the top-right corner, locate the + New user button.

3. Click on the "+ New user" to open the user creation form

Step 3: Fill in the User Information

The "Create user" dialog box will appear with the following fields:

Required Information:

1. Title: Select the user's title from the dropdown (Mr, Mrs, Miss).
2. First Name: Enter the user's first name.
3. Last Name: Enter the user's last name.
4. Gender: Select the user's gender.
5. Phone Number: Fill in the user's phone number with the right country code.
6. Username: Enter a username (note: this will automatically append with e.g., username@oasis.com).
7. Alternate Email: Provide an alternate email address for the user.
8. Staff ID: Enter a unique staff identifier for the employee
9. Organizational Unit: Select the user’s organizational unit from the dropdown

Step 4: Complete the Form

1. Fill in all the required fields carefully
2. Double-check the username format (it will show as username@oasis.com)
3. Ensure the Staff ID is unique and follows your organization's numbering system
4. Verify the alternate email address is correct

Step 5: Save the User

1. Once all fields are completed, click on the "Save" button at the bottom of the dialog
2. A notification will pop up saying "User Successfully Created"
3. The system will process the information and create the user's profile
4. The dialog will close automatically upon successful creation

Step 6: Verify User Creation

1. You'll be returned to the main Users page
2. The new user should now appear in the user list

Successful Creation Confirmation:

• User table displays with name and email
• Status shows as active
• Phone number and staff ID appear in the respective columns
• Add button remains available for creating additional users

What You'll See After Adding

• The new user will appear in the user directory
• Their status will be set to "Active" by default
• The user count in your system will increase

Next Steps

After adding a user, you may want to:

• Set up their role and permissions
• Configure their access to different workspace modules
• Send them their login credentials

Related Tasks

• How to Edit a User's Details
• How to Reset a User's Password
• How to Archive a User
• How to Add Licenses
• How to Delete a User