As an admin, you can add a new user by following the steps below:
- Click on 'Management'
- Click on 'Employees'
- Click on the '+ New employees' button
A pop-up will appear on the right side where you can fill in the following details:
- First name - Last name, and select the preferred language
The platform will be displayed to the employee in the selected language. - Email address (or, in exceptional cases, a phone number)
If your organisation uses a Single Sign-On integration, enter the primary organisational account here. - Select a team and position
Note: You cannot add an employee without selecting a team. - Click 'Add' if you wish to create multiple employee accounts
- Start date
Select 'Immediately' if the employee should be able to log in straight away. Or, choose a specific date if access should begin later. - Invitation, select when the invitation should be sent
You also have the option to not send an invitation. Note that without an invitation, the employee will not have access to their Dialog account. - Click on 'Add 1 Employee' when you are done
Would you like to assign a position to an employee later on? Support article 'Don't forget to link a position to the user' will show you how.
If the employee requires permissions, you can also assign roles to the user after creation. The support article 'Read more about rights and how to assign them here' explains how to do this.