Create a new user

Most customers automate user account creation through Single Sign-On (SSO). However, you may occasionally need to manually create a user—for example, for testing or during early setup.

Steps to Create a New User Manually

1. Go to Admin > Users
   Open the Admin menu and select Users.
   
   
2. Click "Create User"
   Find the Create User button on the right-hand side and click it.
   
   
   
3. Enter Required User Information
   Fill in the First Name, Last Name, and Email Address. All three fields are required.
   Allowed characters for names and email include:
   
   
   • Letters (A–Z, a–z)
     
     
   • Numbers (0–9)
     
     
   • Special characters: - . _ @ + : ; " ; \ '`
     
     
4. Select Login Method
   Choose how this user will log in. This should match your company’s access policies.
   Most likely options:

1. Single Sign-On (SSO) 
2. On login
3. Username and Password 

If unsure, contact your internal admin or your One Model Customer Success Manager.

5. Assign Roles
   Select at least one Application Access Role and one Data Access Role.
   
   
   • Review available roles via Admin > Application Access Roles and Admin > Data Access Roles
     
     
   • For detailed permissions, refer to the Roles and Permissions Reference Guide
     
     
6. Click "Create"
   Once all fields are complete and roles selected, click Create to finalize the new user account.

 Important Notes

• If you selected "Username and Password":
  One Model will automatically send the user an email with a login link. This link expires in 24 hours. If it expires, you must reset the password to resend the link.
  
  
• If you selected either SSO option:
  No email will be sent. You must manually share the One Model site URL and any login instructions according to your internal setup (e.g., via your intranet or SharePoint).
  Note: Company-wide SSO settings override manual selections for roles or login types.

Editing a User After Creation

Need to update a name, role, or add a Person ID?

1. Go to Admin > Users
   
   
2. Click Edit next to the user
   
   
3. Make your changes
   
   
4. Click Save