Users with administrative rights can add new users to their Trella Health Edge environment. This article walks through the few steps required to add a new user.
To add a new user, click on the Admin link in the left navigation menu.
On the Admin page, click on the Users tab.
Note: New users require a user license. Confirm in the top right corner of the page that a license is available. The number of Inactive User Licenses displays the number of users that can be added without adding additional licenses to your account. If this number is 0, a user can be disabled to free up a license, or additional licenses can be added to your account. To add licenses, please reach out to your Client Success Manager.
Above the top right corner of the user table, click the + Add User button.
Enter the following user details:
- Email address (the user will receive an automatically generate email to verify their account)
- First name
- Last name
- Phone number
- Timezone (this will impact the times that activities are scheduled on their calendar)
Click Submit to save the user.
The user has now been created and will display in the user table.
Note: Once the user account is created, the user will receive an email to verify their new Trella Health Edge account. They must click the link in the email to verify their account and have the ability to login. You can see if the user has verified their account by looking in the Verified? column of the Users list.
If the user did not get the email, please check the spelling of the user's email address. Incorrect email addresses are the main reason that a user will not get this verification email. The verification email can be resent at any time for a user that has not verified their account by viewing their profile and clicking the Resend Verification Email button, located between the Reset Password and Deactivate buttons at the top right corner of the user's profile.
Please sign in to leave a comment.