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How to Create a User

  1. Go to Identity & Access in the left sidebar
  2. Click + Create User in the Users card
  3. Enter:
    • Email address — the person’s work email
    • Full name — displayed throughout the platform
    • User Type — Human, Kiosk, or Bot
  4. Click Save

The user receives an email invitation with a link to set their password.

TypeWhen to use
HumanRegular staff with personal login credentials
KioskShared shopfloor terminal with a simplified interface
BotService account for automated processes — no login, API only

After creating the user, assign a Policy:

How to Assign a Policy to a User