✅ Read Before User Creation:
Audit Now makes it simple to bring new team members onto the platform. Admins can add users by filling in their information and sending an automatic invite email. Users then activate their accounts by setting a password.
Option 1: Add a User Manually
Go to User Management
From the left-hand menu, select Settings > User Management
Click "+ Add User"
Located in the top-right corner of the page
Fill in the User Details
First Name
Last Name
Email Address
Role (e.g., Admin, Auditor)
User Group (optional)
Location
Click "Add User" to Confirm
An invitation email will be sent to the new user with a link to activate their account
Option 2: Bulk Upload Users via CSV
In User Management, click "+ Add User"
Select "Bulk Upload CSV"
Download the CSV template provided
Follow the intructed Role, User Group, Location names and fill in the file with the required fields:
First Name
Last Name
Email
Role
User Group (optional)
Location
Upload the completed file using the import modal
Click Upload and Add Users
Review the details of all uploaded user and click Next
Click Review and Complete
Click Complete
Invitations will be sent to all users
Activation Process
User Activates Account
Each user receives a unique link by email.
The user clicks the invite link, sets their password, and logs in
Status is Updated
Once the user logs in, their Status and Last Login fields are automatically updated in the system
🔐 Notes
Only Admins and authorized users can create or manage users.
Email addresses must be unique across the platform.
Invitations expire after a set period—resend if needed.
Next article: Managing User Profiles →