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Create user

A user is someone who interacts with the platform. To do so, they need an account with basic information and contact details.

To create a user, there must be an existing team to assign them to. Users cannot be placed “freely” in the organisational structure — they need a home, a team to belong to.

  1. Go to Organisation > Manage Organisation via the main menu.

    • Find the relevant team in the organisational structure. You can either search for the team name at the top or navigate through the structure manually.

  2. Hover over the team name and click the three dots (• • •) that appear to the right.

    • Select "Create user"

  3. Under General, fill in the fields for first name, last name, contact details, and language.

    • Contact information: Most commonly an email address, but a mobile number works just as well – don’t forget the country code.

    • Language: If the user’s preferred language is unknown, we recommend choosing English.

User details can be updated or edited at any time.

External ID: This field is used if you manage IDs from internal systems, such as during user import from an HR system. 

📌 What is an external ID?

Advanced Settings

In addition to general user information, you can configure advanced settings:

  • Change user status from active to inactive

    • The account will be deactivated, and the user will no longer be able to log in. They will also be excluded from surveys.

  • Exclude user from surveys

    • The account remains active and the user can log in, but they won’t be included in surveys (commonly used for CEOs).

  • Add or remove background variables

    • Choose from the background variables available in your customer account. To add more, reach out to Customer Care.

    • 📌 More about background variables here