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Add a user and make sure they sign in securely

A task guide: the pages to use, in order.

Flow: set the access policy, add the user with the right role and modules, have them set up MFA or a passkey on their profile, then check their sign-in methods and grant vault access on Users and Permissions.
The same steps are listed below, with links to each page's article.

Steps

  1. Set your sign-in and remote access rules. Authentication requirement, default remote access, session policy
  2. Open Users & Permissions and click Add user. Super Admin or MSP Client Administrator
  3. Choose organization, user type and modules. Leave Send invitation on, then Create User
  4. User signs in and secures their account. Set up MFA and add a passkey
  5. Check the Auth column. Look for MFA or passkey icons, not password only
  6. Grant vault access if needed. Edit, turn on Use the password vault, Save Changes
  7. User sets up their vault. Passphrase stays in their browser

Articles for the pages in this guide

← All task guides

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