Onboarding New Staff > Create New User

The Create New User form allows administrators to enter and manage new staff details. It is organized into three sections: Personal Information, Role & Assignment, and Onboarding & Training.

Note. If you want to create a new user and assign him role as a provider then check how to add a new provider process. Add New Provider

To successfully add a new user, all required fields (e.g., name, email, role, and facility) must be filled out. You can choose to either save or cancel the entry.

1. Personal Information

This section gathers essential profile data, including:

• Full name

• Job title

• Email address

• Phone number

• Preferred language

• Time zone

Capturing this information ensures that user communication settings and identity are correctly configured.

2. Role & Assignment

This section defines the user’s professional role within the organization. You can:

• Select the Role (e.g., Clinician, Admin)

• Assign a Facility the user will work at

• Choose a Reporting Manager

• Specify applicable Territories (North, South, East, West, Central)

• Set the user's Status (e.g., Active)

This helps align the new user with internal access policies and reporting structures.

3. Onboarding & Training

Use this section to track the new user’s onboarding process:

• Enter the Onboarding Start Date

• Indicate the Training Status (e.g., Not Started, In Progress)

• Confirm if the Welcome Call has been completed

These details help ensure the employee is progressing through orientation and training.

Note: All mandatory fields must be completed before submission.