Creating a New User

All users with the Manager role can create new users. In order to create a new user, you will need the person’s full name, email address, and phone number. 

After logging into Guardify, Click Users & Groups in the left-hand menu. 

Click +Add in the top right of the screen to create a new user.

Type in the email address of the person you want to create as your new user. Then click  Add.  

Note: If the email address is already in another Guardify license, the user’s full name and phone number will auto-populate.

Input the new user’s information.

Required Fields

• Role: This will determine the settings and permissions a user has in Guardify. There are 3 roles: Manager, Interviewer, and Viewer. Click here for more information on user roles.
• First and Last Name: The name that the user will be known as and searchable under in Guardify.

• Mobile Phone Number: The phone number that their 6-digit verification code will be sent to. The code is sent as a text by default, which is why we suggest a mobile number.

  Note: This phone number can also be one that does not receive text messages, the user will just need to choose a "call me with a new code" option on the verification screen.

• Organization Type: This should be whatever type of organization that the user is associated with, to keep track of types of users that are logging into Guardify.

Once you've filled out their account details, click Add, and a welcome email will be sent to your new users with details on how to complete the setup of their account.

Once you have added a user, you can edit a user at any time to change any user information, or add additional user permissions.