I would like to add a user. How can I do that?

What will you find in this article?

• Requirements and target group: The requirements and roles needed to create users.
• Company profile: The first step to start the creation of a user.
• Entering user data: Filling in the email address and managing the invitation.
• Verification: The mandatory two-step verification when creating an account.
• Setting up access to other branches: Information about managing branch access.
• Setting rights: Assigning specific roles and rights within the branch.
• Frequently Asked Questions (FAQ): Answers to frequently asked questions about user management.
• Troubleshooting: Solutions to known issues when creating users.

Summary

As a (sub)administrator, you can create new users within the limits of your licence. This process takes place via the company profile, where you create an account based on an email address and optionally send the login credentials directly. Due to security, completing a two-step verification during this process is mandatory.

Requirements and target group

This article is intended for users with the role of administrator or sub-administrator within 12Build. To add a user, a free licence must be available within your current contract.

Company profile

To start adding a new employee, you navigate to the settings of your organisation.

1. Log in to the platform.
2. Navigate to the Company profile.
3. Click on '+add user' to add a new user.

Entering user data

In this step, you record the basic data of the new colleague.

1. Enter the email address of the new user. This email address automatically becomes the username (login name).

Note: You can only adjust the username to a different name at this specific moment. After creation, the username can only be changed by the employee themselves.

1. Determine whether you want to send the login credentials directly. This function is enabled by default.
2. Uncheck the option if you only want to inform the user at a later moment.
3. Save the data. The user now receives an email containing the username and a link to set the password.

Verification

To secure the platform and the accounts, an extra security step is required during this procedure.

1. When you save the data, a mandatory screen for two-step verification (2FA) appears automatically.
2. Choose the preferred verification method:
   • Top option: Use an authenticator app (such as Google Authenticator or Microsoft Authenticator).
   • Bottom option: Use this option if you do not have an app. You then verify the action via a code by email.
3. Follow the instructions on the screen to complete the verification.

Setting rights

Finally, you determine what the new user is allowed to do within the platform.

1. Navigate to the Role and rights section.
2. Set the specific rights and roles here that apply to this specific branch.
3. Save the changes.

Frequently Asked Questions (FAQ)

• Question: Can I adjust the username of a colleague afterwards? Answer: No, as an administrator you can only adjust this while creating the user. Once the user has been added, the username can only be changed by the person themselves via their own account settings.
• Question: Why can I no longer add a new user? Answer: The number of users you can create depends on your current licence. If you have reached the limit, you cannot create new accounts unless an existing user is removed or the licence is expanded.

Troubleshooting

• Symptom -> You get an error message or cannot complete the action when creating a user. Cause -> The mandatory two-step verification is not successfully completed or no authenticator app is linked. Solution -> Choose the bottom option on the verification screen to perform the verification via email instead of via the authenticator app.