Creating Users
Fixiam allows administrators to create user accounts individually or in bulk. User accounts represent the identities that can authenticate, access applications, and interact with organizational resources.
Before creating users, ensure that your organization's Login Identifier settings have been configured appropriately.
Before You Begin
Fixiam uses Login Identifiers to determine how users authenticate.
Available login identifiers include:
- Work Email
- Phone Number
- Employee ID
- Username
- User ID
Administrators can configure up to two login identifiers at the organization level.
Screenshot Placeholder
Insert Login Identifier Settings screen.
Important
Selected login identifiers become required fields during user creation and bulk import processes.
For example:
If Work Email is selected as a login identifier:
Required:
✓ Work Email
Optional:
• Employee ID
• Phone Number
• UsernameIf Work Email and Employee ID are selected:
Required:
✓ Work Email
✓ Employee IDCreate a Single User
Single user creation is recommended when onboarding individual employees, contractors, or administrators.
How to Create a User
Navigate to:
User Management → Users
Click:
Create New User
>
Step 1: Select Login Identifier
Choose the login identifier configured for your organization.
Example:
Work EmailThe selected login identifier determines how the user will authenticate.
Step 2: Enter User Information
Provide the required user details.
Common fields include:
| Field | Description |
|---|---|
| First Name | User's first name |
| Last Name | User's surname |
| Work Email | Corporate email address |
| Personal Email | Alternate email address |
| Employee ID | Employee reference number |
| User ID | Internal identifier |
| Phone Number | Contact number |
| Department | Department assignment |
| Job Title | Employee role |
| Manager | Reporting manager |
| Business Unit | Organizational unit |
| Cost Center | Cost allocation code |
| Country | User location |
| Region | Regional assignment |
| Group | Initial group assignment |
| User Role | Assigned platform role |
Step 3: Assign User Role
Select the appropriate platform role.
Examples:
StaffAdministratorManagerThe assigned role determines the user's administrative privileges within Fixiam.
Step 4: Configure Optional Settings
Depending on organizational requirements, administrators may configure:
- Expiry Date
- Disability Override Type
- Group Membership
- Department Assignment
Step 5: Save User
Click Save.
The user account is created and added to the organization.
What Happens After User Creation?
Once a user is created:
User Created
↓
Account Generated
↓
Enrollment Invitation Sent
↓
User Completes Enrollment
↓
User Gains AccessIf approval workflows are enabled, the request may first enter the approval process before the account becomes active.
User Enrollment Status
After creation, users appear in the Users Overview page.
Possible enrollment states include:
| Status | Description |
|---|---|
| Pending | User has not completed enrollment |
| Enrolled | User completed enrollment |
Example
A new employee joins the organization.
Administrator creates:
Name: Sarah Johnson
Email: [email protected]
Department: Finance
Role: StaffAfter saving:
Account Created
↓
Enrollment Invitation Sent
↓
User Completes Enrollment
↓
Account ReadyBest Practices
- Use corporate email addresses whenever possible.
- Ensure login identifiers are unique.
- Assign users to groups instead of managing permissions individually.
- Validate employee information before saving.
- Review user roles carefully before assigning administrative privileges.
Troubleshooting
Unable to Save User
Verify:
- Required fields are completed.
- Login identifier values are unique.
- Email address format is valid.
User Cannot Log In
Verify:
- User account is Active.
- Enrollment has been completed.
- Login identifier matches organizational settings.
User Did Not Receive Enrollment Invitation
Verify:
- Email address is correct.
- Email provisioning is configured.
- Invitation was not blocked by spam filters.
Related Topics
- Users Overview
- Bulk User Creation
- Login Identifier Settings
- User Enrollment
- User Lifecycle Management
Updated about 2 months ago
