Express: Adding 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 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 2 roles: Manager and Viewer. Managers can upload and share interviews in your account, as well as have interviews shared with them. Viewers can have interviews shared with them.
• 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.
• Organization Name: This should be the name of the agency that the user is associated with.

Once you click invite user, the user will be saved in your list of users, and a welcome email will be sent to your new user with details on how to complete the setup of their account.