There are times when it is easiest to simply manually create a user in the BrainStorm platform.
IMPORTANT: Verify that you are Managing on behalf of your customer.
1. From the left sidebar, select People > Users.
2. Click the Add Users button dropdown in the right corner
3. Select Manually Create.
4. Create User
- Enter First Name (Required)
- Enter Last Name (Required)
- Enter Email (Required)
- Enter Department
- Enter Job Title
- Enter Country
5. Click Save & Continue
NOTE: The email address that you enter must be unique. If you attempt to add a user that has been added to the platform already, you'll receive a message:
“Email should be unique in scope of your organization.”
NOTE: If you are attempting to add a user that has been deleted, that user's email address must be removed from the BrainStorm deleted user’s table. (GDPR regulations require BrainStorm to keep a list of users that have been deleted.) If you need to add a user that has been deleted, please contact support using the help icon at the bottom of this screen. You can also email [email protected]. Please include the email address of the user that you wish to add.
6. Roles
- Click the checkbox next to the role(s) you'd like to give this user.
- An Admin Role is not required
- See the Roles article for more information.
- Click Next
7. Groups
- Select the checkbox next to the respective group(s) you would like to add this user to.
- A Group is not required, but is recommended
- See the Groups article for more information.
- Click Next
8. Licenses
- Select the pack(s) you would like to issue to the user.
- Issuing a license gives the user access to all content within that Pack.
- If you placed a user into a Group (see step 7) they may already have been given access to these Packs
- See the Marketplace article for more information.
- Click Next.
9. License Confirmation
- Verify license count
- Click Confirm
10. Notify
- Toggle OFF to turn off “Welcome to BrainStorm” message
- Keep toggle ON to send “Welcome to BrainStorm” message
NOTE: This email template may be edited as you would like.
11. Click Finish & Send