Creating New Users

The Create User workflow guides you through a structured process to add a new user and ensure they have the right access from the outset.

The process is divided into four stages:

1. User details
2. Add to groups
3. Give access to documents
4. Review details

Enter the user’s core information, including email address, first and last name, and role. You can add optional contact details such as telephone number and mobile numbers. Selecting the correct role here is important, as it determines the user’s permissions within icomply.

Assign the user to one or more groups. Groups control how documents are distributed, so adding users to right groups ensures they automatically receive the appropriate content. You can search for groups and select them from the list, with a clear view of how many documents are linked to each group.

Assign documents directly to the user, in addition to any group-based access. User search and filters (such as company or active ingredient) to quickly find relevant documents and make precise selections.

Before creating the user, review all selections to confirm:

• User information and role
• Group memberships
• Document access

You can navigate back to any step to make changes before finalising.

Once complete, selecting Create this user finalises the setup and grants the user access based on your selections. They should receive an email inviting them to join the system shortly thereafter.