Creating Users

Creating users is very simple in NeedleNine. Follow these steps to add new users in seconds.

1. Select User List from left nav menu.
2. On the top right corner, click the + Add User button.

1. This opens a new screen to enter user information. You may enter as much as you like but only the following fields are required:
   • Email
   • First Name
   • Last Name
   • User Role
   • Primary Location

1. Once the user is created, they can access NN using the Forgot Password link on login or you can assign them a temporary password. See our Password Management guide for additional details. Note: Users who are assigned a Prospect Client user role will not have access to their NeedleNine Account. These accounts will need to be updated to a Client user role, when applicable, for these persons to gain access to this tool.

See our User Management guides includes detailed information on user account management, role-based permissions and other useful tips.