Creating users

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Before people on your team can log in and use your organisation’s Qualifio account, they need a user account. You can create users manually through the "Organisation" > "Users" area.

Before you begin

  • To create a user account, you need the person’s first and last name and email address.
  • To have permission to create a user account, you need either the account Administrator or the organisation Owner role. Learn more

Create a new user

To create a new user:

  1. Log into Qualifio.
  2. Click on the building icon in the left menu (Organisation).
  3. Under Users, click Create a new user.
  4. Specify the user's details, including
    • their name,
    • and their email address.
  5. Click the Save button.
  6. Under the Engage tab, click Add role.
  7. Specify the user access type, including
    • their role and account,
    • and which websites they should have access to.
  8. Click the Save button.
Note
Separate websites are useful for hosting different types of content that must not be intermingled or even visible to different users. Each website has its own URL, campaigns, opt-ins, and settings, and it might also have different push rules.

Once you’ve finished these steps, we will send an email prompting the new user to activate their account by creating a password and logging into Qualifio. This message expires in 12 hours. If the link expires, you’ll need to reset the user’s password. For details, see Resetting user passwords.

Password requirements

New passwords must meet the following criteria:

  • Must be at least 12 characters
  • Must include at least 1 number and 1 symbol
  • Must contain uppercase and lowercase letters

Creating users with SSO

If you configured Qualifio to use SSO, you'll need to provision users both at your identity provider and at Qualifio.

Related topics

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