How to add/create Dashboard User

Purpose

This article outlines the steps to create a new user in the SupportLogic UI and grant them the necessary permissions, including dashboard access. This is typically performed by admins or team leads who manage user roles and access within SupportLogic.

Summary

Before adding a user, it’s important to check if the user already exists in the system. If not, admins can create a new user, assign a profile, and send an invitation email to grant access. This KB provides step-by-step instructions to complete that process, along with a visual reference.

Step 1: Check if the User Already Exists

Before creating a new user, verify whether the user's email address is already registered in SupportLogic:

1. Navigate to: Control Centre → Manage Users → Search Users

2. Enter the user's email address to check if the user already exists.

Step 2: Create a New User and Enable Dashboard Access

If the user does not already exist, follow these steps to create a new user :

1. Go to: Control Centre → Manage Users → User Tab

2. Click Add User and enter the user's email address.

3. Assign the appropriate User Profile (e.g., Admin, Analyst, etc.).

4. Click create to complete the creation.

5. An invitation email will be sent to the user, allowing them to log in and access the SupportLogic UI.

Please refer to the GIF below for a visual walkthrough of creating a user and enabling dashboard access.