A System Administrator will need to setup the new user within the iplicit system, and provide them with the relevant licence. 

  1. Navigate to User Accounts, and click New.

  2. Enter their details, and Click Save.

  3. Ensure that MFA is set up as required and click Enable Login.

  4. The User will receive an email containing their login link. If applicable they will be prompted to setup their MFA upon login.

Fill in their details carefully, taking particular note of their licence, and if their MFA has been set to required, dependant on your business needs.
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Fill in their details carefully, taking particular note of their licence, and if their MFA has been set to required, dependant on your business needs. 

It is essential to ensure that the correct licence has been selected, as this will determine the level of access they can have applied to their account. If you would like to purchase more licences please contact your Customer Success Manager.

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You can set their Data Access Control by licking on the Data Control tab, and then the select button to apply the relevant DAC.

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When you have completed entering the details and providing the relevant access, click Create.

 

Once this has been created you can Allow Login, and Generate Email and Password. You can also click on Set Password to create a password on their behalf. 

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You can Set a Password for them here, we would recommend if you are to set a password on their behalf, to ensure “Force password change at next login” is ticked.

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Note: After creating a user, don’t forget to assign the appropriate roles. Without roles, the user won’t be able to view or access what it requires in the system. 


For more info on User roles and permission check these articles: