User Management
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      Add a User

      This article covers creating new users in Gatekeeper via the user interface.

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       Estimated Read Time: 2 Minutes

      For background on user management, see Managing Users Overview.

      Creating new users directly in Gatekeeper is recommended when you have a small number of users to add. To do this:

      1. From the navigation menu, expand the Settings option then click Users.
      2. Click Add, then select User.
      3. Enter the user's personal details. Mandatory fields are marked with an *asterisk.
      4. Select the user's role and permissions. See User Management Definitions for full details of granting access for users.
      5. Select the appropriate checkboxes to manage the user's eSign access, vendor access, and additional permissions.
      6. Select the Invite to Gatekeeper checkbox to send the user an invitation email containing a link for them to login to Gatekeeper.
        1. If required, amend the pre-populated email message.
      7. Click Save to complete the process.

      To set a custom template, see Customise User Invitation.

      Additional Reading