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.

A screenshot of a computer AI-generated content may be incorrect.

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 support@brainstorminc.com. 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