How to Create New Users in Nulogy Quality & Compliance

Overview

Nulogy Quality & Compliance users with the “User Management” permission can create new users and assign the appropriate asset access.

If you need a new user created, but do not have User Management feature for your user role type, please reach out internally to your Admin(s) or internal Support Team to assist you with user creation.

You will need to provide:

• Name
• Email Login
• Assets they will need access to.
• *Your Admins may require additional information to set up these users.*

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Creating A New User

1. Log in to Nulogy Quality & Compliance
2. Using the Navigation menu, under Manage, click “Users”

3. Click “Add User or Contact” to start the user creation wizard

   

4. Select the Type of user to create, then press Next.
   1. Invite by email - Sends an invite link to a valid email address so the user can create a password
   2. Add a User - Allows you to make a user without an email address
   3. Add a Contact user - Limited Access to the system; login via an access link
5. Enter the User Details. Mandatory fields are as follows:
   1. Users created via invite - Email Address, User Role, Timezone, Language
   2. User without Email - Name, Username, Password, User Role, Timezone, Language
   3. Contact User - Email Address, Timezone, Language.

6. Configure the users' Notifications, then click Next.

   

   Notifications if user is created with an email

   

   Notifications for Users set up without email or phone

   

   Contact users only have the option of a Daily Digest by email.

7. Select the Assets this user should have access to, including any children of those assets, then click Next.

   

8. Confirm the user's information before clicking Finish to create the user.

   

   This is for an email-invite user. Clicking Finish will send out an email invite.

9. A success window will appear if the user was successfully created. 
   From here, you can Add Another user or click Done to close the user creation wizard.