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Add a new user

Create and manage accounts for your team

Quick summary

Add a new Civic.ly user by entering their details and a temporary password. They’ll get an email with login instructions and will set their own password when they first sign in.

Who is this for?

  • Role: Office staff

  • Platform: Web

  • When: User management and onboarding

Before you start

  • You must have Admin permissions.

  • Confirm the person’s correct email address.

Steps

  1. Open user management

    • Web: Select Settings & Support (top-right) → Manage Users.

  2. Start adding a user

    • Click Add User.

  3. Enter user details

    • Add their Name, Email, and a Temporary password.

    • Choose an appropriate Role/permissions (if enabled for your site).

  4. Save

    • Click Save.

    • Civic.ly sends an email containing the login link, their email address, and the temporary password.

  5. Finish

    • On first login, the user must create a new password.

 

Notes & limits

  • You need Admin rights to add, edit, or disable users.

  • Temporary passwords must meet your organisation’s security requirements.

  • Users who do not receive the email should check spam/junk folders.

Verify it worked

  • The new user appears in Manage Users.

  • They confirm they received the login email.

  • They can sign in with their new password.

Troubleshooting

  • User didn’t receive the email → /kb/troubleshooting/no-invite-email/

  • User can’t sign in after password reset → /kb/troubleshooting/login-failed/

Related

  • Manage roles & permissions → /kb/administration/manage-roles/

  • Reset a user’s password → /kb/administration/reset-password/