How do I add a new user?

A System Administrator or any user with the "Manage Users" permission included in their role can add new users to GovPilot. When adding a user, you’ll enter their basic info, select a role, assign a title (if needed), configure access settings, and give them access to relevant modules.

Steps to add a new user:

1. From the Home Page, click the gear icon to open Account Settings.
   
   
   
   

2. In the left-hand menu, click User Role Management.
   
   
   
   

3.  Click the User Management tab.
   
   
   
   

4. Click +Add New User.
   
   
   
   

5. Fill in the required fields:

   • Choose a User Type (role) for the user from the drop-down selection. The default is "General".

   • Email address (this becomes their username)

   • First and Last Name
     
     
     
     

6. Fill in optional fields:

   • Titles: Search and add relevant titles. Added titles will be displayed in green.

   • Phone Number

   • Require PIN from unknown IPs: For added security, you can check this box if you want to require a Personal Identification Number (PIN) when the user logs in from an unknown or unrecognized IP address. This helps prevent unauthorized access to the user's account.

   • User is isolated: Check this box to restrict the user to accessing only their own data within GovPilot. (This is not common).
     
     
     
     

7. Review the information, then click Save.
   
   

That's it! You have successfully created a new user! The user will receive a welcome email with a link and instructions to set up their own password. After creating the user, you may also want to assign them access to individual modules or grant them full access to all modules in the account. 
 

Best practices:

• Double-check the email address before saving to avoid issues with activation.

• Assign a title if the user needs to be included in workflow steps or email notifications.

• If the user doesn’t receive their email, have them check spam/junk folders. If still missing, ask your IT team to allow emails from noreply@govpilot.com.

Additional Resources:

• How do I assign a user access to a module?
• How do I assign a user full access to every module?
• How do I remove a user's access to a module or group?
• Video: Manage User Permissions
• Certification: System Administrator
• Guide: User Management
• Guide: Role Management

Related search terms: create new user, add govpilot user, user setup, new user access, activate account, manage user accounts