How Do I Create a User Manually?

Last updated: November 12, 2026

Manual creation is the fastest way to add one person, such as a new hire or a test account. Only the Basic Information section of the form is required; memberships and permissions can when creating the user, or added later.

Required permissions:

  • The Users: Create permission is required to create users.

  • The Users: Assign Managers permission is required to give a new user the Manager permission set.

  • The Users: Assign Admins permission is required to give a new user the Organization Admin permission set.

Open the Create User Form

  1. Go to Admin --> People --> Users.

  2. Click on Create New User.

  3. If the Choose Creation Method drop-down menu appears, select Create User.

Fill In the User's Details

  1. Under Basic Information, enter the user's first name, last name and work email in the First Name, Last Name and Email fields.

  2. Select the user's time zone from the Time Zone drop-down menu.

  3. Optional: Under Memberships, select the user's manager from the Manager drop-down menu, then pick a Group from each Group Type drop-down menu (for example, Role or Team).

  4. Optional: Under Permissions, check the Organization Admin or Manager box, or select a custom permission set under Permission Sets (Custom).

Create the User

  1. Leave the Invite Upon Creation box checked to email the user an invitation right away, or uncheck it to invite them later.

  2. Click on Create User.

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