Creating a User Account

Org Admins can create a new user account on the Onboard platform by following these steps:

Log in to the Onboard portal and navigate to the User Management page from the left-hand navigation bar by clicking the 👥 icon.
Click the CREATE NEW USER button at the top of the page. This will open a form to enter the new user's details.
Fill in the required fields:
- Email address
- First name and last name
Under Add a Role, select a role from the dropdown. Both default roles and custom roles appear here.
- To learn more about creating customer roles, see User Roles & Access‍
To assign more than one role, simply add another role from the dropdown. For example Org Viewer and Sandbox Viewer.
- If a user holds more than one role from the same organization, such as Org Manager and Org Viewer, the highest role applies.
Click Save.

A welcome email with login details will be sent to the provided email address.

Role	Assign when the user needs to
Org Admin	Manage users and roles, plus everything an Org Manager can do
Org Manager	Launch and manage buildings and deployments, and model and publish data, without managing users
Org Viewer	View and export data across the organization, read-only
Sandbox Viewer	Explore Onboard's synthetic Sandbox buildings, read-only
Custom role	Access only specific buildings, with the permissions you choose

For a full comparison of what each role can do, see User Roles & Access.

To create another Org Admin, assign the Org Admin role. Assign it sparingly, since Org Admins can manage all users and roles.

To change roles after creation, click the pencil icon next to the user on the User Management page, update their roles, and click Save.