Add a User

Create user accounts for team members who need access to Zeltask. Each user gets their own login credentials and permission level based on their role in the organization.

Before You Start

• You need Admin or Manager permissions to create users
• Have the user's email address ready (this will be their login)

Accessing the Users Module

1. Click Users & Teams in the sidebar
2. The Users view loads by default

[Screenshot: Users & Teams module with Users view displayed]

Steps

Step 1: Start Creating a User

1. In the Users view, click Create User

[Screenshot: Create User button highlighted]

Step 2: Enter User Information

Fill in the following fields:

Field	Description	Required
First Name	User's given name	Yes
Last Name	User's family name	Yes
Email	Login email address (cannot be changed later)	Yes
Password	Initial password for the account	Yes

[Screenshot: User creation form with fields visible]

Step 3: Assign Permissions

Select the appropriate permission level for this user:

Permission Level	Typical Use
External Member	Limited access for contractors or external collaborators
Staff Member	Standard access for frontline team members
Manager	Elevated access for supervisors and team leads
Administrator	Full access for platform administrators

[GIF: Selecting a permission level from the dropdown]

Step 4: Save the User

1. Review the information entered
2. Click Submit

[Screenshot: Submit button highlighted]

The user is created and will appear in the Users list. They can now log in using their email and password.

After Creating a User

• Notify the user — Share their login credentials securely
• Recommend password change — Ask them to change their password on first login
• Add to teams — Assign the user to relevant teams for better organization

Tips

• Use work email addresses for easier identification
• Start users with the minimum permission level they need
• Create all team members before setting up teams (users must exist to be added to teams)