- Knowledge Base
- Organization
- Users
- How to create a new user
- How to add a run
- How to edit a run
- How to mark a run as complete
- How to archive a run
- How to delete a run
- How to change the assignee
- How to add a result in a checklist run
- How to add bulk results in a checklist run
- How to share run tasks with external participants
- How to generate an Excel or PDF report from a checklist run
- How to filter the run tasks view
- Department transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
- How to upload from Excel to the transactions grid
- What is an office asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to dispose of an asset
- How to transfer (in) an asset
- How to transfer (out) an asset
- How to log a sighting of an asset
- How to log an inspection of an asset
- How to log maintenance on an asset
- How to export a record of an asset
- How to print asset labels
- Introduction
- Admissions
- Assets
- Bank Accounts
- Boards
- Business Trips
- Candidates
- Checklists
- Clients
- Companies
- Consents
- Contacts
- Contracts
- Custom Forms
- Departments
- Documents
- Evaluations
- Employee Performance
- GL Accounts
- Incoming Center
- Integrations/External Systems
- Invoices
- Job Management
- Key Dates
- Months
- Offices
- Personnel
- Polls
- Project Management
- Project Status
- Purchase Orders
- Schedule
- Shared Spaces
- Teams
- Time Off
- Time Tracking
- Transactions
- Vendors
- Mobile Application
- What is a personnel asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
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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