Add User

The Add User page provides an interface for creating new user accounts in your tenant.

Getting Started

  1. Navigate to: Identity Management > Administration > Users

  2. Click Add User

  3. Choose your starting point:

    • Start with blank form

    • Use "Copy properties from another user" dropdown to pre-fill fields

Available Settings

Basic Information

  1. User Identity: First Name, Last Name, Display Name, Username (before the @ symbol), Primary Domain name (select from dropdown)

  2. Email Aliases: Add multiple email aliases one per line without domain (added automatically)

Account Settings

  1. Password Options

    • Create password manually (toggle)

      • When enabled: Enter custom password

      • When disabled: System generates secure password

    • Require password change at next logon (toggle)

  2. Location Settings

    • Usage Location (required for licensing)

    • Select country from dropdown

License Management

  1. License Assignment: Allows you to select license(s) to assign & shows available license count

  2. SherWeb Integration (if enabled): Auto-purchase option appears when licenses unavailable, allows you to select license SKU for purchase for system to handle for you along with onboarding.

Contact Information

  1. Professional Details: Job Title, Department, Company Name

  2. Contact Details: Street Address, Postal Code, Mobile Phone, Business Phone, Alternate Email Address

  3. Management: Set Manager (select from existing users), Copy groups from another user

  4. Custom Attributes

    • Custom attributes can be configured in Preferences > General Settings

    • These include specific Azure AD attributes that will be available when creating new users:

    • Available Attributes: consentProvidedForMinor, employeeId, employeeHireDate, employeeLeaveDateTime, employeeType, faxNumber,legalAgeGroupClassification, officeLocation, otherMails, showInAddressList, state

    • Configuration:

      • Go to Preferences page under your user profile.

      • Under General Settings

      • Find Added Attributes when creating a new user

      • Select desired attributes from dropdown

      • Selected attributes will appear on Add User form

Additional Details

  • License assignment requires valid usage location

  • Password complexity rules apply to manual passwords

  • Group copying includes all accessible groups

  • Scheduled creation can be monitored in tasks

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