Adding a System User in Workbench

Overview

This article shows you how to create a new system user in Workbench, from navigating to the Security module and entering their basic details to assigning the right admin or non admin role, activating their access, and confirming the user was created successfully.

Steps

1. Access the Workbench and log in using your current credentials.
2. From the module selector , select the “Security” module.
3. Open the hamburger menu and select “System user under I AM User Management from

the menu on the left navigation pane. Select System User

4. Click + to Create a new system user.
5. Enter information such as name email:
   1. Type your first name and last name and email.
6. Select Admin Vs Non-Admin (for sandbox users, we suggest Admin since this is for testing purposes and you'll have the ability to test all aspects of the system at different times)
7. Select No for Inactive for access
8. Click Save
9. Type the name in the Search box for the System user you created