How to Create a New User

Required Permissions: Only users with the Human Resources role or Has Access Manager checkbox enabled can create, edit, or delete other users in Access Manager.

Follow the steps below to create a new user in the Kipu Compliance system.

1. Click Access Manager from the navigation menu on the left side of the screen.
   
2. The following page will display all existing users in the system. Click the Add New User button in the top right corner.
   
3. Enter the following user information at the top of the Create User screen:
   
   • First Name
   • Last Name
   • Username
   • Email: Note that the email address entered here should be company-issued. Do not use personal email addresses.
   • Password
   • Date of Birth (Optional)
   • Phone Number (Optional)
4. Assign one or more Roles to the user. Hold the Control key (or Command on Mac) while clicking to select multiple roles.
   
5. Assign one or more locations to the user. Use the same multi-select method (Control/Command key) if needed.
   
6. Check the appropriate access boxes as needed:
   
   • Is Admin: Grants full permissions to create, read, update, and delete across the system.

     • Important: This role should only be given to a limited number of trusted users.

   • Manager of Training Center: Allows the user to review training records for other users.
   • Has Access Manager: Allows the user to create, edit, and delete users in Access Manager.
      
7. Enter the user’s title and assign their department for each location specified.
   
8. Fill in the information at the bottom of the page:
   
   • Employee ID
   • Date of Hire
   • If the individual is a rehire, select the Rehire checkbox.
   • Supervisor Name
   • Supervisor Title
9. Click Save to create the user account.
   • Look for the green confirmation message at the top of the screen to verify the user was successfully created.