How to - Add a User

Please read the How to - User Management article for background and instructions on how to access User Management within Gatekeeper.

When you select Add>User, you are presented with the ‘New User’ page, which consists of five sections:

Personal Data

Enter the Personal data of the User.

Roles

Choose the appropriate ‘Role’ - See User Management Definitions for full details.

eSign Permissions

Choose the appropriate ‘eSign Permissions’ - See Configuring eSign for full details.

Additional Permissions

Choose the appropriate ‘Additional Permissions - See User Management Definitions for full details.

Invitation

To send the User an invitation email which contains a link for them to login to Gatekeeper, click the check box.

We have pre-populated the email for you, but please feel free to delete this and write your own email.