Learn how to quickly add users in Knowella and assign them the right roles and facilities for secure access.
Creating users in Knowella allows organizations to give team members secure access to the platform so they can perform their assigned tasks. Users can be added easily through the Users section using the Add User option. This process is simple, guided, and suitable for administrators and facility managers.
Access the Users Section
To begin, log in to your Knowella account with the appropriate permissions, such as Company Admin or Facility Admin. From the main dashboard, navigate to the Company Settings area and click on the Users tab. This section displays the list of existing users in your organization.
Add a New User
On the top-right side of the Users page, click the Add User button. This opens the Add User panel, where you can enter the new user’s details. Knowella supports both manual user creation and bulk upload, but manual addition is commonly used for individual users.
Enter User Details
In the Add User form, enter the required information:
- First name
- Last name
- Email address
- Phone number (if required)
Make sure the email address is correct, as it will be used to send login and account activation details.
Assign Role and Facility
Next, assign a role and facility to the user:
- Select a role such as Company Admin, Facility Admin, User, or a Custom role
- Choose the facility or facilities the user should have access to
This step controls what the user can see and do within Knowella.
Assign Multiple Roles or Facilities
You can assign multiple roles or facilities if required by clicking the Add New option under the role and facility section. This is helpful for users who work across multiple locations or responsibilities.
Send Invitation
Knowella also provides a default email template that sends the platform access link to the user. You may customize the email message if needed before sending the invitation.
Save and Create User
Once all details are reviewed, click the Add button to create the user. The user will receive an email invitation with instructions to set their password and log in to Knowella.
Conclusion
Creating users in Knowella is a quick and structured process. By clicking Add User and assigning the correct role and facility, organizations can ensure secure access, proper responsibility, and smooth collaboration across the platform.
Need more help?
If you need assistance with template design or advanced features, contact: support@knowella.com
