How to add a new user manually
To add a user manually:
Open the Customers module.
Select the required customer.
Click User +.
Select Add users manually.
Enter the user's basic information:
Name — Enter the user's name.
Email — Enter the user's email address.
Site — Select the site the user belongs to.
Permission — Select the required user permission. Standard is selected by default.
Category — Select the appropriate user category:
C-level — Purple crown
VIP — Gold crown
Manager — Gray crown
Standard — Black outline white crown
Click Add to list.
The user is added to the Ready to invite list. Repeat the same steps to add additional users before sending the invitations.
Send the user invitation
Review the users under Ready to invite.
Keep Send invite mail selected when users should receive an activation email.
Click Create & send invite.
The users are created under the selected customer and receive an account activation email.
After receiving the email, the user can:
Click Activate account.
Create their password.
Complete account activation.
Sign in to the IT-Connect web, desktop, mobile, or Microsoft Teams application using their activated account.
About user permissions and categories
Permission controls what the user can access in IT-Connect.
Category is used to classify the user and visually identify prioritized users through crown badges. It does not change the user's permissions.
The four default categories can be edited to match your organization's requirements.
Important notes
Multiple users can be added to the Ready to invite list before creating them.
Select the correct site before adding the user to the list.
Standard is the default user permission and category.
The crown badge helps technicians identify tickets raised by prioritized users.
User category does not automatically change ticket priority or SLA.
Clear Send invite mail when the account should be created without immediately sending an activation invitation.
For assistance, contact DeskDay Support at [email protected].