Add New Users

Register a New User

To add or register a user to a portal:

1. Go to Users under Site Setup.
2. On the Users table, click + Add New User.

3. Enter the Email, First Name, and Last Name of the new user.

4. In the Add to the following groups section, assign group(s) to the new user if necessary.

Note:  The number of Site Administrators should be limited because it is a powerful permission.  Site Administrators can add users and groups, change portal settings, and add/edit/delete content.

5. Click Register.  The new user is now added to the Users table with the status "(This account is not linked) - 30 days until removal", which remains until the user has linked to the portal (Step 2 of the registration email) or the 30 days limit has passed and the account is automatically deleted.
6. After clicking Register, a registration email is sent to the user with instructions to activate the new account.  The email includes:
   • The email address of the newly registered user.
   • The name of the portal or website.
   • A list of the login options the user can use to sign in to the site.
   • Step 1:  A link to create a Login.gov account if the user does not have one of the login accounts listed.
   • Step 2:  A link to connect/link the user's login account to the portal.

Note:  The user has 7 days to activate the portal account, after which the activation link expires and the user must contact the Site Administrator for reactivation.  The Site Administrator can use the Re-register feature to send a new registration email to the user.

Register Multiple New Users

Multiple users can be added to a portal in one step via a CSV or XLSX file import.  To add or register multiple users to a portal:

1. Go to Users under Site Setup.
2. On the Users table, click Import Multiple Users.

3. On the Import Users form, use the Browse button to select the CSV or XLSX list of new users.

4. It is recommended to perform a dry run and review the run report before making an actual import.  Leave the Dry run checkbox checked and click Import.

4. The dry run report shows which columns will be imported and which ignored.  It also shows users missing a last name, missing an email address, or already added to the portal (matched by email addresses).  Make any correction necessary, uncheck the Dry run checkbox, and click Import.
5. All users in the CSV or XLSX file are now added to the Users table with the status "(This account is not linked) - 30 days until removal", which remains for each user until they link their login account to the portal (Step 2 of the registration email) or the 30 days limit has passed and the account is automatically deleted.
6. If the Notify users checkbox (see Step 3 image) is checked, a registration email is sent to each user with instructions to activate the new account (see Step 6 in Register a New User section above for details of the registration email).

Refer to the User Registration Frequently Asked Questions for more information.