How to Add Users Manually

Overview

If you need to grant access to someone who is not in your corporate directory (Active Directory) or if you are setting up a test account, you can manually create a user profile in BoolDesk. This gives the user a dedicated login, allowing them to submit tickets, view assets, or perform analyst duties depending on the roles you assign later.

Step-by-Step Guide

1. Navigate to User Settings

Access the user management section from the system settings.

• From the main menu, go to Settings (1).

• Scroll down to the System section and click on Users (2).

• Click the Add User button (3) located at the top left of the user list.

2. Enter User Information

In the "Add User" window, fill in the required account details.

• Account Credentials: Create a unique Username (e.g., Joe.Dou) and enter the user's Email address.

• Personal Details: Enter the Name and Surname (e.g., "Joe" and "Doe"). The Display Name will automatically populate, but you can edit it if needed.

• Password: Set a secure initial Password and confirm it.

• Preferences: Select the user's preferred Language (e.g., English) and Time Zone (e.g., UTC) to ensure their interface and ticket timestamps are correct.

• Click Save to create the new account.