> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flowforma.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating New Users

> Create new FlowForma Analytics users by setting their name, email, security options, and one of five user types that control dashboard access.

To create a new user, click the 'Add' icon at the top left of the screen.

<img src="https://mintcdn.com/flowforma/Zn2WkWfptDcXdttX/images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-1.png?fit=max&auto=format&n=Zn2WkWfptDcXdttX&q=85&s=d58ebec32b37838110f950ad1faf3a2d" alt="Add user icon" width="1003" height="119" data-path="images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-1.png" />

You can now set the details for the new user, such as name and email address, and select the permissions to assign to them.

<img src="https://mintcdn.com/flowforma/Zn2WkWfptDcXdttX/images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-2.png?fit=max&auto=format&n=Zn2WkWfptDcXdttX&q=85&s=509f3ff1c020770eac22b4d01d82a812" alt="New user details screen" width="1256" height="616" data-path="images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-2.png" />

Let's start with the first section of the left panel.

<img src="https://mintcdn.com/flowforma/Zn2WkWfptDcXdttX/images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-3.png?fit=max&auto=format&n=Zn2WkWfptDcXdttX&q=85&s=595733d0b3a0cccfce9a61cf7c8be56b" alt="User details panel" width="426" height="761" data-path="images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-3.png" />

**Enabled:** - if this checkbox isn't ticked, the user cannot log in and is not counted against the licence numbers. This can be used to free up a user licence without deleting the user. You may wish to retain the user for audit purposes even if they're no longer employed by you

**Username:** - the username that is used when the user logs onto the dashboard

**User Type:** - the type of user account assigned to the dashboard user. For more detail on User Types see below

**Parent User:** - this field is used to create a user hierarchy. For example, you can select the name of a team leader in this field. When the team leader logs into the system, they'll only see the users who have that team leader's name in their Parent User field

**Forename:** /**Surname:** - these fields are optional but can be completed if required

**Email:** - this is mandatory and is used for forgotten passwords and in the scheduling module

The second part of this screen relates to security.

<img src="https://mintcdn.com/flowforma/Zn2WkWfptDcXdttX/images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-4.png?fit=max&auto=format&n=Zn2WkWfptDcXdttX&q=85&s=e752479215238ae1e05fc35c02286ab7" alt="Security panel" width="731" height="958" data-path="images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-4.png" />

**Is User Locked:** - this is ticked automatically once the user has locked themselves out by attempting too many incorrect logins. Untick this box to unlock the account and allow the user to log in again

**Captcha At Login:** - if this box is ticked the user will be presented with a captcha image to complete if they exceed the specified number of 'Failed Logins'. The number of 'Failed Login' attempts can be specified in Dashboard Configuration>Settings

**Allow Password Login:** - if this box is unticked, it will suppress password login for users that are using an external login service. If ticked, users will need to enter their password. This box will be ticked by default

**Password:** - this is where you enter a password when creating a new user account and where you can reset a user's password if they have forgotten it

<Info>
  Users will not be able to use the same password that you set when creating the account if the 'Password Expires' box is ticked.
</Info>

**Password Expires:** - by default this is selected. It forces the user to change their password at their next logon

**Allow External Login:** - used for alternative authentication methods

The Users tab can be used to toggle between the username and the Display name for each user. Click the 'Toggle between username and Display name' icon at the top of the screen.

## User type

There are five different user types, which control what a user can and cannot do. The User Privileges section provides even more control over a user's account.

<img src="https://mintcdn.com/flowforma/Zn2WkWfptDcXdttX/images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-5.png?fit=max&auto=format&n=Zn2WkWfptDcXdttX&q=85&s=9bdde4a45fd5ce1d2bee4e6ddf50036a" alt="User type indicators" width="399" height="156" data-path="images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-5.png" />

**Administrator (A):** - the highest level of user account. This role is the only one that can access the Admin screens and other admin functions.

**Designer (D):** - everything a Chart Explorer can do but can also save Charts.

**Chart Explorer (E):** - not a commonly used type. Everything a User can do but can also access the edit chart screen for advanced searching but cannot save charts.

**User (U):** - everything a Chart Viewer can do but can also design their own layouts.

**Chart Viewer (V):** - can alter their dashboard layout but it won't be saved. In other words, they cannot create their own layouts. This will automatically pick up the 'default' layout for each category every time they log on. Cannot create or alter charts.

In the user list, the User Type for each user is displayed in brackets after the username. In the following example, Josh has the User Type of Designer.

<img src="https://mintcdn.com/flowforma/Zn2WkWfptDcXdttX/images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-6.png?fit=max&auto=format&n=Zn2WkWfptDcXdttX&q=85&s=1660efe1123a59ba5e39b0fd36a33511" alt="User list showing user type in brackets" width="475" height="161" data-path="images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-6.png" />

When changing a standard user to an admin user, the 'Can View Chart Debugging Info' privilege will be automatically selected.

<img src="https://mintcdn.com/flowforma/Zn2WkWfptDcXdttX/images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-7.png?fit=max&auto=format&n=Zn2WkWfptDcXdttX&q=85&s=eb8512c54152bacbcfdf46fd21ab39c5" alt="User privileges" width="731" height="394" data-path="images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-7.png" />

## User summary

The 'User Summary' section at the bottom of the 'Users' screen will confirm your total user count. If your user count exceeds the number of users allowed in your licence, certain users will not be able to log into the dashboard.

<img src="https://mintcdn.com/flowforma/Zn2WkWfptDcXdttX/images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-8.png?fit=max&auto=format&n=Zn2WkWfptDcXdttX&q=85&s=ac8840b895925cccaf72a420ee2a99e3" alt="User summary section" width="731" height="1118" data-path="images/product/flowforma-analytics/manage-users/creating-new-users/overview/creating-new-users-overview-8.png" />

New users will have a certain number of attempts to log into the system. If they exceed the number of attempts, by entering incorrect details, their account will be locked. You can change the number of failed logon attempts in Dashboard Configuration>Settings.
