Product: Foundry platform
This article covers the basic steps for how to create a user. However, the best practice way to create a new user record is to copy an existing record. Consider using this method to create users when the new user will have the same access and permissions as an existing user.
To rename a user, you cannot change usernames by editing the user record. However, administrators can copy the original record and then save the copy under the new username.
The Steps
IMPORTANT: You must have Administrator privileges to perform these steps.
Navigate to your name > Settings > Security > Users and Roles.
Click +New User.
Complete these required fields with information about the new user:
User Name - Always use a unique email address
First Name
Last Name
Email
Phone Number (required for Multi-Factor Authentication)
New Password and confirmation of the password.
Check the box to force a password change.
For more information about Foundry's password policies, click here.
When you are finished, click the Next button at the bottom of the page.
You are now on the Roles tab, which will determine what permissions a user gets.
Click +Add.
Choose one or more roles to assign to this user. Use the CTRL key to select multiple rows. When you are ready, click the Finish button at the bottom of the page.
A pop-up will display in the lower-right corner of the page, stating that the new user has been created and it will now show in the Users list.
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rev. 12/18/24