Create user

Administrator guide · Users

Document version 0.0.1 · Generated 15 May 2026, 09:27

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About this guide

This guide shows how someone with permission opens the Users list from Security, taps the add person control in the top bar, and walks through the dialogs to create a new login name. The automated screenshots do not save a new account: they tap Cancel on the username step.

If a picture shows a blue frame, it is only to help you follow the steps; it is not part of the app.

Before you start

What you will do

You will open ProfileSecurityUsers, tap the add person icon, confirm that you want to add someone, and type the new username before tapping Create.

Steps

Step 1

Open the Users list and find Add user

From Profile, go to the Security tab. Tap Users. When the list loads, look at the top bar on the right: the add person icon (outline of a person with a plus) starts the process.

The add-person control is marked in the top bar (example)
Step 2

Confirm that you want to add a user

A message asks whether you are sure. Tap Add to continue to the username step, or Cancel to stop.

Example of the first confirmation
Step 3

Enter the username

Type the new username (it is stored in uppercase). Tap Create only when the name is correct and not already used. Tap Cancel to close without creating anyone.

Example of the username field filled in for the guide
Step 4

What happens after you tap Create

If the username is free, the app creates an active account with a short random initial password and a default role (usually resident). A success message appears. Change the user’s password, or complete the email field so the person can recover the password from their email.

If the username already exists, the app shows an error and asks you to pick another name. You can then open that person in the list and use Edit to complete their profile.

Useful notes