# Create User and Assign Role

This document provides instructions to create user and assign role in the ***Social Registry*** module.

## Prerequisites

* The user must have Registrar and Administrator role.
* The user must have access to the Social Registry module.

## Procedure

1. Click the main menu icon ![](https://content.gitbook.com/content/JZcdob2emEcLMvLyIxqT/blobs/8OB4tqV7ZFODV0mhFdjA/image.png) and select ***Settings***.

<figure><img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2Ft6HVhHvyko6pQrI1z8oW%2Fmenu-settings.png?alt=media&#x26;token=71508f1b-4b66-4feb-a538-dcce3eaaf12d" alt=""><figcaption></figcaption></figure>

The ***Settings*** screen is displayed.

<figure><img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2FUkNlMT84OkJYcGCkp8Z8%2Fsettings-screen.png?alt=media&#x26;token=d4224baa-8a32-41a3-a7c5-65a81e0d67f8" alt=""><figcaption></figcaption></figure>

2. In the menu bar, click the ***Users & Companies*** and then select Users.

<figure><img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2FNN6cdge69Eu6Y1SCp0He%2Fusers-companies-social-registry.png?alt=media&#x26;token=4b0ef871-4c16-4742-a8df-ce413049ba10" alt=""><figcaption></figcaption></figure>

***Users*** screen is displayed. It is a dashboard which lists the details of all the available Users Name, Login, Language, Latest authentication and their status.

<figure><img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2FrqUG9E4fdid5xRJzMRCU%2Fusers-screen-SR.png?alt=media&#x26;token=0f33b84d-e3ab-4353-b2ab-4c5ea1d2813b" alt=""><figcaption></figcaption></figure>

3. Click the ***New*** button.

***User New*** screen is displayed.

<figure><img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2FcKdnwg2zjvdrqTtrGJaX%2Fusers-new-screen-SR.png?alt=media&#x26;token=40c6529d-ab95-4b29-9f4d-4a118bdc0bf6" alt=""><figcaption></figcaption></figure>

In ***Users New*** screen, the available features and their descriptions are:

<table><thead><tr><th width="166">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Enter the new user name</td></tr><tr><td>Email Address</td><td>Enter the valid email Id. of the user. The invitation email will be sent to this email address.</td></tr><tr><td><img src="https://content.gitbook.com/content/JZcdob2emEcLMvLyIxqT/blobs/tOx4SlgTdpJpNsUp5Erl/image.png" alt="" data-size="original"></td><td><ul><li>Select the icon, click the edit icon and then navigate to the user photo where it is stored</li><li>Export the user photo</li><li>Click the delete icon to delete the user photo</li></ul></td></tr></tbody></table>

4. Click the ***Access Rights*** tab.

The fields and their descriptions are given below:

| Field          | Description                                                                                                                                      |
| -------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| Website        | <p>Select the appropriate value from the drop-down. The available values are </p><ul><li>Restricted Editor</li><li>Editor and Designer</li></ul> |
| Administration | <p>Select the appropriate value from the drop-down. The available values are </p><ul><li>Access Rights</li><li>Settings</li></ul>                |
| Job Queue      | <p></p><p>Select the appropriate value from the drop-down. The available values are </p><ul><li>Job Queue Manager</li></ul>                      |

5. Click the ***Preferences*** tab.

<figure><img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2Fnr9y5ayUMSnRTeFxeMyS%2Fuser-preference-SR.png?alt=media&#x26;token=e854552e-cf3d-4aec-8eef-0fc4b82a03bf" alt=""><figcaption></figcaption></figure>

The fields and their descriptions are given below:

| Field           | Description                                                                                                           |
| --------------- | --------------------------------------------------------------------------------------------------------------------- |
| Language        | Select the preferred language from the drop-down.                                                                     |
| Timezone        | Select the timezone from the drop-down list.                                                                          |
| Notification    | <p>Select the appropriate radio button. The values are: </p><ul><li>Handle by Emails</li><li>Handle in Odoo</li></ul> |
| Email Signature | Enter the valid Email ID.                                                                                             |

<figure><img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2Fw13Qtlz6xcCQPXUvwHCm%2Fuser-new-filled-screen-SR.png?alt=media&#x26;token=12dcdde4-4f16-434d-9330-92d8236f7e46" alt=""><figcaption></figcaption></figure>

| Icon                                                                                                                                                                                                                                                       | Click to                                                                                                                                                                                                                                     |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2Fs1LZZ7jJgEisWtlXLCkW%2Fimage.png?alt=media&#x26;token=8286e56e-58a2-4e92-8799-4a0a16e92aa7" alt="" data-size="original"> | <p>Select the appropriate value. The available values are: </p><ul><li>Archive</li><li>Duplicate</li><li>Change Password</li><li>Disable two-factor authentication</li><li>Send Password Reset Instructions</li><li>Privacy Lookup</li></ul> |
| <img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2FTsIWhM4P58DRHAQHBiCz%2Fimage.png?alt=media&#x26;token=b2c71082-d6c9-4b2e-9088-fe9ab2fed82f" alt="" data-size="original"> | Save manually the individual data and exit from the screen.                                                                                                                                                                                  |
| <img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2Fgz1l9IYvpGEhus72GuTQ%2Fimage.png?alt=media&#x26;token=2dac7f3b-6a70-4618-ab3a-1aa452f6ea62" alt="" data-size="original"> | Discard changes and exit from the screen.                                                                                                                                                                                                    |

The newly created user is added to the user list.

<figure><img src="https://3034178245-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FJZcdob2emEcLMvLyIxqT%2Fuploads%2F4MlKgfLD2MjgyBtG3jWu%2Fuser-list-sr.png?alt=media&#x26;token=637d12e6-c08d-4cf0-a2dd-1ee83cdc2056" alt=""><figcaption></figcaption></figure>
