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How to create a new user

This guide shows how to add a new user in Accountflow, so they get access to the system with the correct role and permissions.

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💡 Note: For security reasons, it is no longer possible to set or change passwords manually. The user will receive an email with a link to set their own password.

Step by step: Add a new user

1. Go to Settings & Admin

  • Click User in the menu on the left.

2. Click “Add user”

  • At the top of the user list, click the + Add User button.

3. Fill in user information

In the form, fill in the following fields:

  • Name

  • Username (email address)

  • Phone number

  • Language

  • Theme

  • Role and user groups (see overview of user roles at the bottom of the article)

4. Click “Create”

  • When the form is completed, click Create to send the invitation to the user.

  • The user will receive an email with an invitation and instructions to set their own password.


Overview of roles and permissions

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