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How to Create a User

To deactivate a user, navigate to this article HERE. 

Creating users in Solo comes at no extra cost, every account is allowed an unlimited number of users. Currently, we are unable to bulk create users, they must be created individually. To create a user, you must have a primary role of SAAS Owner or SAAS Admin. Follow the steps below to create a new user in your Solo platform:

  1. Open the Solo Sidebar, open the 'Company' submenu, then select 'Create User'. 

    SoloSidebar_CreateUser_GIF

  2. Create a password for the user. Please keep in mind that the user will be prompted to create a new password upon login, so it is recommended to use a dummy/default password when first creating the user. 
    1. Password Requirements:The password must be between 12 to 20 characters, contain at least one numeric digit, one uppercase, one lowercase letter and one special character (!"#$%&'()*+,-./:;<=>?@[]^_`{|}~). 

      CreateUser_Password
  3. Enter the user's first/last name and phone number.

    CreateUser_Name&Phone
  4. Enter the user's email. This must be a unique email (not already being used in Solo).
    1. When entering an email address, please ensure it is a valid and correct email address for the new user. Without the correct of valid email address, the user will not be able to access their account. 
      CreateUser_Email
  5. Next, search and select the company you'd like to assign the user to. 
    CreateUser_SearchCompany_GIF
  6. Select the user's Primary Role. This will control what access the user has within Solo, as well as their access to any role-based features. 
    1. You can learn more about each role on this article HERE.  
      CreateUser_PrimaryRole
  7. Optional: To give additional permissions to the user, you can assign them an additional role. Learn more about the additional roles HERE. 
  8. Optional: If you'd like to assign the user to a Sales Manager, select the desired manager user.
    1. Only users who have a primary role of SAAS Admin, SAAS Owner, or SAAS Sales Manager will be selectable. 
      CreateUser_Manager
  9. Tap "Create User". 

    CreateUser_CreateUserButton

  10. Once the user logs in, they'll be able to add their license numbers, sales rep ID, adjust their timezone, and select their communication preferences. 

Try it out!

Watch How to Create a User