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      Adding New Users

      How Administrators can add new Users and configure their role, rights and permissions in the system.

      Applies to:

      • Administrators

      • Compliance
      • Managers
      Last Updated: September 2020

      This article explains how Administrators can add new Users in BindHQ and configure their role, rights and permissions within the system 

      There are three parts to this article

      1. Adding a User
      2. Entering the User Details
      3. Assigning User Roles & Permissions

      Adding a User

      Prerequisites

      Before creating new users in BindHQ:

      • Create user accounts (email and password) with the company’s domain name.
      • If your company integrates BindHQ with Google Suite or Microsoft 365, add new Users there first.
      • Click here to add a user in Google Suite or click here to add a user in Microsoft 365.
      1. Navigate to Administration and ensure the General Settings tab is selected along the top of the page.
      2. From the Users & Teams section, click Browse, view, & edit users. This option is only available to system administrators.

        The Users page opens and displays all system users.
      3. In the top right corner of the page, click New User.

        The Creating a User page displays.
      4. Enter the user details and assign the user role and permissions. See below for more details.

      5. Scroll to the bottom of the page and click Create User.

      Enter User Details

      1. Fill in the First Name, Last Name, and Email fields. After they are created in the system, users can update their name as needed.
      2. (Optional) Check the Exclude from production reports? Or Hide from company directory? checkboxes to limit where users display in the system.
      3. In the Divisions field, ensure that BindHQ is automatically added. If you’re a Division Administrator, add any additional divisions the user should have access to.
      4. Fill in the Producer field if a producer handles accounts on a user’s behalf and fill in the Date Started field with the user’s employment start date if applicable.

      Assign User Roles and Permissions

      1. On the right, use the Role drop-down to select a User role.
      2. (Optional) Click Set Default Features to auto-select the default permissions associated with the role.
      3. In the Features section, use the checkboxes to assign individual user permissions.