Introduction

This article explains how to create a new user in TRAEDE. You will learn how to add user information, assign the correct user type, and set permissions. This guide is useful for admins who need to onboard new employees or agents.

Video guide

Access the user settings

1. Go to Settings in TRAEDE.

2. Select Users.

   • Here you will see an overview of all active and deactivated users.

Add a new user

1. Click Add user in the top right corner.

2. Enter the email address of the new user.

3. Click Continue.

4. Select whether the new user is an Employee or an Agent.

5. Add the first name, last name, and phone number (optional).

6. Fill in the title (optional).

7. Choose the correct role for the user.

   • Examples: Admin, Agent

8. Click Save.

Activation email

• Once saved, an activation email is sent to the new user.

• If the user does not receive the email, you can resend it:

  1. Go to the Users list.

  2. Locate the user.

  3. Click Resend activation email.