How to create a new user


To add a new user to your organization in Vault Synapse, go to the Users section under the Organization module. Click the Create New button to open the user creation form. Complete the required fields in the User Basic Info section:

  • First Name – Enter the user’s given name.
  • Last Name – Enter the user’s surname or family name.
  • Full Name – Provide the user’s full name as it should appear across the system.
  • Work Email – Add the user’s professional email address used for login and communication.
  • Personal Email – Optionally include a personal email for alternate contact.
  • Phone Number – Enter a mobile or office contact number.
  • Currency – Assign a default working currency for the user.
  • Time Zone – Set the user’s time zone to ensure accurate time tracking and calendar entries.
  • Password – Create a secure password for the user’s initial login.
  • Confirm Password – Re-enter the password for confirmation.
  • Company on Login – Choose the default company the user will log in to, if they have access to multiple companies.
  • Is Active – Tick this box to activate the user account immediately. 
  • Misc – Optionally enter social media links (e.g., LinkedIn, Instagram) for profile reference. 
  • Upload Profile Image – Add a profile photo to personalize the user’s account.

Once all necessary information has been provided, click Save to create the user account. The new user will now be visible in the organization’s user list and granted access according to their assigned roles and permissions. 


 

users organization module

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