How can I create a new user?

As an administrator, you can create a new user for your company by following these steps:

1. Go to Admin. 
2. Click “Create user”.
3. Fill in the form on User information page:
   • First name
   • Last name
   • Correspondence address (Street, Postal code, City, Country) 
   • Legal information (Citizenship, Preferred language, Personal ID type, Personal ID number) 
   • Employment information (Company, Email, Mobile phone number, Employee ID).
4. Click “Next”.
5. Select the service on Services page.
6. Click “Next”.
7. Once a service is selected, a new section will appear in the left-hand menu where you can define the preferred permissions. Note that when Approver for Corporate Access Payables service is selected one more section will appear in the left-hand menu where you will fill in additional user information.
8. Select permissions of added Service. Note that the permissions are different depending on the services.
9. Click “Next”.
10. Fill in the form on Additional user information page:  
    • Home address (Street, Postal code, City, Country) 
    • Legal information (Additional citizenship, Gender, Date of birth, Place of birth (City), Politically exposed person (PEP)).
11. Click “Next”.
12. Configure the authentication method on Authentication page.
13. Click “Next”.
14. Review the information on “Review” page.
15. Click “Create user” to finalise.

If a permission requires approval from an additional administrator, you will need to notify them that the user is pending approval. This status will be visible in the “Pending” column on the User list page.