create new user

Preparatory Steps

User Creation

  • Navigate to the user management system in your software application.
  • Ensure you have the necessary permissions to access the user management system.
  • Locate the option to create a new user within the user management system interface.
  • Click on the "Create New User" button or similar option to proceed.
  • Enter the user's name in the designated field.
  • Provide the user's email address in the appropriate field.
  • Enter the desired username for the user.
  • Assign a unique user ID to the user, ensuring it is not already in use.
  • Alternatively, use an automated process to generate a unique user ID.
  • Enter a strong and secure password for the user.
  • Ensure the password meets any specified security requirements (e.g., minimum length, special characters).
  • Select the appropriate role for the user from a predefined list or dropdown menu.
  • Set the desired access level for the user based on their role and responsibilities.
  • Adjust any additional user settings according to the user's preferences.
  • This may include selecting the user's preferred time zone and language for the software interface.
  • Click on the "Save" button or similar option to save the user details.
  • Ensure all required fields are filled in correctly before saving.
  • Compose and send a welcome email to the user's provided email address.
  • Include any necessary information or instructions for the user to get started.
  • Inform relevant stakeholders (e.g., system administrators, team managers) about the new user's creation.
  • This can be done through email, notifications, or any established communication channels.
  • Record the new user creation activity in the system's activity log or audit trail.
  • Include relevant details such as the user's name, creation timestamp, and the user who performed the creation.

User Verification

User Onboarding

Post-User Creation

Related Checklists