- Knowledge Base
- Users
- Introduction
- 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
Vault Synapse allows you to securely store and manage all user information in one centralized location, accessible anytime, from anywhere.
To create a new user, navigate to the Users module and click Create New in the top-right corner of the screen. A modal window will appear where you can enter the user’s details.
In the window, fill out the following fields:
- First Name (required): Enter the user’s first name.
- Last Name (required): Enter the user’s last name.
- Full Name (required): Enter the user’s complete name, including middle names if applicable.
- Work Email (required): Provide the user’s work email address for login and communication.
- Personal Email (optional): Enter a secondary, personal email address if needed.
- Phone Number (optional): Add the user’s contact number.
- Currency (required): Select the user’s default currency, typically based on their country of residence.
- Time Zone (required): Choose the user’s correct time zone from the dropdown list.
- Password (required): Create a secure password for the user.
- Confirm Password (required): Re-enter the password to confirm it.
- Company on Login (required): Assign the user to a company by selecting it from the dropdown or typing the name.
- Social Networks (optional): Add links to the user’s social profiles by clicking the + icon.
- Is Active: This box is checked by default. If unchecked, the user will be deactivated and hidden from the system. Keep in mind that users cannot be deleted—only deactivated.
- Profile Image (optional): Upload an avatar or profile picture for the user.
Once all required details are completed, click Save. The new user will then appear in the User List.
Note! Users can view the information only with the relevant permissions/access rights given by the administrator.
Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.
Was this article helpful?
Didn’t find what you were looking for?
Contact us and we’ll build the right solution for you. Vault Synapse can be fully customized based on your business needs.