Create a new user and assign the user to an org group and roles as needed.
Perform the following steps:
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In the Users view, on the toolbar above the table, click Add user.
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Complete user details.
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For external users, see External users and IdP integration.
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Enter a mobile number to enable SMS notifications (useful, for example, for scheduled jobs in Scriptless Mobile).
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Assign the user to an org group: Click Add to group, and then select the group (or type to search).
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Under Prompt user to change password after 1st login, select one of the following:
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Yes (default): The system generates a password and emails the user their username and password. The user must change the password at first login.
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No: Enter a custom password. Choose how to notify the user:
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Keep Notify the user of the new account checked to email the username (password is not included). Share the password via a secure channel.
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Clear Notify the user of the new account to send no email (relevant for IdP users). Share both username and password via a secure channel.
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(Optional) Turn on Add another when done to add multiple users consecutively.
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Click Add.
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If you selected No in step 4, ensure the user receives credentials through a secure channel.